Rename a custom report or invoice format

When working with a custom format in Practice CS, you may have created a copy of the invoice, statement, report, or label/letter and would like to give the new format a more meaningful name that better describes the format.
Follow these steps to rename a custom format in the Custom Format Editor:
  1. Double-click the format you want to rename. The format opens in the format layout editor.
  2. Select Invoice Format Wizard on the toolbar. Edit the description for the copied format on the main tab. Enter a new format name at
    Enter a description for this format
    .
  3. Select
    Finish
    .