Thanks@Charies_M, your diagnosis was spot-on. It also explains why I experienced this problem on one desktop machine, but not the other--different machines = di...
As a newbie, I found this response confusing:"Look at estimates, you can edit a template and rename it customer PO if you like, progress invoice from the estima...
I'm having a hard time parsing this response. Brevity at the expense of clarity isn't super helpful. Is there useful information somewhere in this word salad?