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Tooba2
Level 1

Employee names are not being displayed on invoices.

I am unable to see employee names on the invoices I create. I tried to customize the setting and checked "employee name" as shown in the screenshot. However, I am still unable to see the employee's name on the invoice. Please help and let me know how can I fix this 

5 Comments 5
JamaicaA
QuickBooks Team

Employee names are not being displayed on invoices.

I’m happy to help you display the customer’s name on your invoices, @Tooba2.

 

I replicated this concern on my test file and it works well. With this, I suggest performing some troubleshooting steps to verify if it’s a browser issue. Let’s start by logging in your account using a private browser or incognito.

 

Here are the shortcut keys:

 

  • For Google Chrome, press Ctrl+ Shift + N.
  • For Mozilla Firefox and Microsoft Edge, press Ctrl + Shift + P.
  • For Safari, press Command + Shift + N.

 

Once done, you can try to check if the employee name is visible on the invoice. Then, you'll need to clear your cache in your regular browser.  Otherwise, use other supported browsers. This way, it will help improve the performance of your device.

 

If you're referring to the name that appears on invoices when printing, you can tick the Use display name checkbox under Customer information.

 

Here’s how:

 

  1. On the left pane, click Sales.
  2. Select Customers.
  3. Choose a customer and click Edit beside New transaction.
  4. Under the Display name as column, enter the name you want to appear on the invoice.
  5. Tick the Print on check as checkbox.
  6. Tap Save.

 

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I’ve added this article if you want to personalize your invoices in QuickBooks Online. It'll help you customize your template and its appearance of your sales form.

 

For reference, you can visit this article to record your invoice payments. It includes the steps that'll guide you along the process.

 

In case you'll need assistance in dealing with your invoices , don't hesitate to get back on this thread. I’m always here to help you.

Hunts
Level 1

Employee names are not being displayed on invoices.

Dear JamaicaA (Quickbooks Team)

Your comment has no relevance to the incident raised by Tooba2. 

 

Please confirm if the employe name option which was described by Tooba2 is an open issue and when is the target reolution for this.

 

Thanks.

QueenC
Moderator

Employee names are not being displayed on invoices.

Thanks for joining in the conversation, @Hunts.

 

Allow me to chime in on this thread to clarify things and provide additional information.

 

But before we get started, I'd like to ask in which instance you'd like to add your employee name to the invoices. Any additional information or screenshot will be much appreciated. With this, I'll be able to visualize your scenario and provide you with a suitable solution.

 

However, I don't want you to go empty-handed so I'm going to provide you with some information. Normally, an invoice is a transaction involving customers and the company. However, if you've added your employees as customers, they will reflect in the Customer Name field.

 

Additionally, QuickBooks Online offers a new experience for estimates and invoices to our valued users to help you land jobs, keep moving, and get paid faster. To know more about this, feel free to browse through this article:  See what's new with estimates and invoices in QuickBooks Online.

 

I'll be putting an eye out for your reply and as always, you can ping me here in the comment section if you need further assistance in managing your invoices in QBO. Keep safe.

DudeMan
Level 1

Employee names are not being displayed on invoices.

I am having the same problem ever since the new invoicing layout was implemented in QB online. I invoice my employees time per customer and each task is employee specific. When printing or sending via email, no employee names are propagated, but there is a dash as if it is trying to do so. It is very frustrating and makes me look unprofessional as my billing is monthly and I just had to send it out regardless. I will report back if I find some cure for this, but I believe it to be the new programming of the invoicing interface, just a bug that need to be fixed.

ShyMae
QuickBooks Team

Employee names are not being displayed on invoices.

I understand the importance of seeing the customer's name when printing the invoices, @DudeMan

 

Upon checking here, there's an ongoing investigation (INV-97162) related to your concern. Please be assured that our product engineers are working diligently to resolve this issue.

 

If you'd like to stay updated on the investigation and be added to the list of affected users, I recommend contacting our customer care support team. You'll also receive a notification as soon as the issue is resolved. 

 

To reach our support team, you can follow these steps:

 

  1. In your QuickBooks Online account, go to the Help menu.
  2. Hover to the Search tab, then click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.

 

Furthermore, if you've received a payment from your customer, you can record it in QuickBooks to mark the invoices as paid. 

 

I'm here willing to assist you further if you need assistance managing your invoices. Use the reply button to submit your response. I'd appreciate your patience and understanding while we look into this further. We will keep you updated on any developments and resolutions.

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