Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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
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:
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:
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.
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.
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.
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.
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:
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.
I also need to include my employee's names to invoices. Each line item on the invoice needs to have the date of service, the item, the item description, the name of the employee who performed the service, the quantity, the price, the amount owed.
Is this possible in Quickbooks Online? I found the checkbox to "add employee name" but it does not seem to be adding anything to the invoice. Is this a known issue? Is there a workaround?
We appreciate you visiting the Community, hollychris24.
There have been reported cases regarding the missing employee name on invoices for billable expenses. Currently, we're still in the process of gathering more data from affected users.
In the meantime, let's troubleshoot your browser and utilize a private window to resolve corrupted cache-related issues. It usually causes unexpected behavior when working in QuickBooks Online.
You can follow these keyboard shortcuts depending on your browser:
Once it works, clear the cache from your regular browser to refresh the website's preferences. Also, use a supported browser for the best and most secure experience.
However, you can contact our Customer Support Team to be added to the list of affected users and receive timely updates via email if the issue persists.
On the other hand, you might want to review these materials to help you receive customer payments and manage your sales forms:
Update us in the Community for questions or clarifications when managing invoices and other related concerns in QuickBooks Online. We're here to lend a hand.
It seems you did not understand the question asked.
We are not asking about customer names. That is easy.
We are asking about employee names on each line item of an invoice. I have many employees/workers whose time I bill out. It should be clear on each line of the invoice which worker it pertains to. I don't understand how this is so difficult.
PS, your login system is very broken. I had to use a new browser to log in and post here.
No. Employees are not customers.
An invoice has many parts. The header, describing To/From. The footer with some pertinent details. And the main part, all the line items that add up to some total.
Each of those line items in the main part, for labor hours, is associated with an individual worker/employee. Why can't I easily display my employee's name in a column next to the description?
I understand how beneficial it is in your business to easily display your employee's name in a column next to the description of the invoice, Cinder.
In QuickBooks Online's (QBO) new invoice layout, the ability to include the employee's name associated with the billable time charge is currently unavailable. Thus, I recommend sending feedback directly to our product engineers. We highly value your suggestions and consider them while making product updates.
In the meantime, you'll need to manually enter the employee's name in the description box.
Furthermore, to personalize and add specific details to your sales forms, you can visit this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Feel free to drop in anytime if you have questions about the status of your product request or any QuickBooks-related concerns. We're always here to help. Stay safe.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here