For a payment link, how can I get the customer name to display on the payment receipt?

Filling the customer's details into the Customer Display Name before anything else will make their information visible on the payment link as soon as they process their payment. This will not only ensure accuracy but also help us maintain a clearer record of transactions.

Here's how to fill in your customer's information in the Customer display name:

1. Go to Sales, then select.
2. Choose the customer you want to update.
3. Select Edit.
4. In the Customer display name field, enter what you want to display for the customer (this is a required field).
5. Then, review the customer's display name and make edits if necessary.
6. Click Save.

If you have entered your customer's information and their name still isn't showing up on the payment link, I suggest reaching out to our live payments support for assistance.

Here's how you can contact our live support team:

1. Log into your QBO account.
2. Navigate to the Help (?) icon located in the upper right corner of the page.
3. Click on the Assistant tab for support from the QB assistant, or go to the Search tab and type in Contact Us to receive help from a specialist.
4. Click on the Contact Us button when it appears.
5. Select your preferred method of connecting with them:

• Callback - to reserve your spot and get someone to call you back
• Chat - to start with a conversation with an expert through chat

Please take note of the supporting hours of the Live Support Team. For more information, refer to this article: Get help with QuickBooks products and services.

For more details on creating custom payment links for your customers, please refer to this link: Send Payment links in QuickBooks.

Are you looking to handle transactions within QuickBooks (QBO)? If that's the case, you can check out this article to discover how to process payments on the move with your QuickBooks GoPayment app.

 Our Community forum operates 24/7, ready to assist you with any inquiries. If you need further explanation or have a question connected with payment links, feel free to click the Reply button below. I'm here to help and ensure you have a smooth experience. Best regards!