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seona
March 24, 2019
Question

When the clients shipping address is different from billing address, how to not have clients name appear on the shipping to box (if client asks it not to appear) ?

No text available

33 replies

JessT
JessTModerator
Moderator
March 25, 2019

Hello seona!

 

You'll want to remove your client's name in the Shipping to box of the transaction page. You can do it every time you create a transaction for them since there ins't a setup for this.

 

Feel free to go back to this thread when you have questions.

seonaAuthor
March 25, 2019

this is what I thought, and did ... however the name just pops back if the customer is set up under a name.

TaliaI
Level 8
March 25, 2019

Hello seona,

 

To confirm, does the customer's name appear back in the shipping box after you've removed it?

 

Thanks,

 

Talia

briansim
January 10, 2020

We have a ton of customers who have us drop ship for them. The shipping address changes with each order even though the customers bill to is the same. We have been having the same issue for the past year as everyone else here. This is soooo frustrating! Please get this fixed. We have waited way too long for this to work correctly already. Putting a period or other symbol on the first line just looks tacky and very unprofessional. You keep raising the costs of this product, but you can't fix the most simple of items?

    MichelleBh
    MichelleBh
    Level 8
    January 10, 2020

    Hi there, @briansim.

     

    I know others who have been in your situation, and what we did to successfully help them was putting an asterisk (*) as @ClaireGMD recommending above. 

     

    I already interacting with our product engineer, and they are still finding a permanent resolution. Rest assured, your concern is treating as high priority to our engineers. 

     

    Another workaround is deleting the customer's name and changing the Display Name on the customer page. Instead of choosing the customer's name, select the Company name. Just a quick heads up that in creating an invoice, you can see the information on what you've set up in the display name. 

     

    Let me give a few steps and screenshot for your reference:

     

    1. Go to the Sales tab, select Customers.
    2. Find the customer's name and click the Edit button. 
    3. In the Display Name as a drop-down arrow, select the Company name instead of the name. So that in creating invoices, you're unable to see the name only the Company name. 
    4. Hit Save.

     

    Once done, let's create a sample invoice to verify the new set up. Here's how:

     

    1. From the Plus icon, select Invoice.
    2. Complete the information needed.
    3. Click the Print or Preview. 

    However, if you want to remove the Ship-To, you can follow the steps below:

     

    1. Go to the Gear icon, select Custom Form Styles.
    2. Click New style, choose Invoice.
    3. Hit Content then click the edit button in the first box.
    4. Remove the check-mark in the Shipping box. 
    5. Tap Done. 

    You also have an option to create your design or template that unique to your industry. It depends on what you've want to appear in the invoices, Sales receipt, Estimates, purchase order, etc. For the detailed steps, you can browse this article: Import custom form styles for invoices or estimates.

     

    Let me know if you have other concerns by clicking the Reply button below. I'm always here to help. Have an amazing day!

    barrie1
    January 13, 2020

    The comments from Michelle above are helpful , particularly for those handling multiple Ship To transactions.

    Following my earlier complaint I found a solution that seems to work for our low level of transactions of this type.

    First, set up the invoice as normal with the unwanted details in the Ship To box.

    Next, delete the box contents, then paste in the correct Ship To details from another source, say copied off the customer order for example.

    This seems to print ok without any unwanted info popping up in the box.

    I have tried inserting asterisks and commas etc as Claire suggested but that does not work for me . It would appear that different systems require different solutions.

    However, there is still a need for QuickBooks to come up with a software solution which surely cannot be that difficult!

     

    AlanK17
    August 6, 2020

    This is a complete mess. I can manually alter the shipping address when creating the sales invoice, but only for customers I imported from QB desktop, not new ones created in QB online. I have found that the asterisk suggestion does work as a workaround, but only if the asterisk alone is the first line of the shipping address (i.e. start the actual address on line 2).

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