Getting paid · Quotes

How do I change a quote's or invoice's format after picking a starter?

ComputerOpen Get Paid. Quotes or Invoices, then Create, then Customer, then Items, then Format, then Change.
PhoneOpen Get Paid. Quotes or Invoices, then Create, then Customer, then Items, then Format, then Change.

On the Items step a Format row names the starter, with Change beside it. Change lists the formats for that document and alters this quote or invoice only: your customer, prices and lines stay, and a blank form gets the new starter's lines. Choose your option adds option shapes such as Repair and Replace for you to price; otherwise changing format never adds unpriced lines to a priced quote, and it never changes your saved default. With Ask each time on, the choices open when you reach Items; with it off, your default opens from every door. A sent quote or invoice has no composer, so its format can't change. Recurring service is chosen when starting new work and opens a contract, so it isn't in Change. An unsaved document survives a screen-width change. Switching businesses closes the composer; the draft is kept for that business and offered back next time. On a phone, Back from Review returns to Items.