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Frequent Explorer *

Custom Invoice Template does not show Customer Contact

I have created a number of custom templates in Enterprise 18. I have added the "Customer Contact" data field, however, nothing comes in from the customer record when the templates are used.

 

**There is nothing in the Customer record specifically labeled "Customer Contact". I thought it should come from the Full Name field, but nothing populates. **  I found the tab in the Customer Center where I can put in Contacts. But I am still having trouble with it populating the document. It seems to work one time and then not work after that.

 

How can I get a Customer Contact name to appear in my documents (invoices, packing lists, sales orders, etc)?

Solved
Best answer 05-17-2019

Accepted Solutions
Frequent Explorer *

Re: Custom Invoice Template does not show Customer Contact

It appears that there was an issue with the customer record. I deleted the record. And set up a "new" customer and populated the Contact tab prior to creating the invoice. It seems to work now.

View solution in original post

2 Comments
Frequent Explorer *

Re: Custom Invoice Template does not show Customer Contact

It appears that there was an issue with the customer record. I deleted the record. And set up a "new" customer and populated the Contact tab prior to creating the invoice. It seems to work now.

View solution in original post

QuickBooks Team

Re: Custom Invoice Template does not show Customer Contact

Glad to know you're able to figure it out, @FL_Guru!

 

This will absolutely help other users who will encounter the same error that you have.

 

For future reference, you can also read this article that can help you resolve data issues in your company file: Resolve Data Damage on your Company File.

 

As always, you can also visit our Help Articles page for QuickBooks Desktop Enterprise if in case you need to learn some "How do I" steps.

 

It'll be always my pleasure to help if you have any other questions. I'm always around ready to help.

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