Hi, I might be having this problem too. Does this mean that on the customer tab, Display name as has the customer name, and then in the address tab, where the billing box is, I need to duplicate the display name as the first line? Thanks.
"Does this mean that on the customer tab, .... in the address tab, where the billing box is, I need to duplicate the display name as the first line? "
In QBO you do not need to duplicate the display name as the first line. The display name prints on the first line of the address on invoices and sales receipts
What happens if you do enter the name while creating invoice and does not print on the invoice. I do have a bill to box on my invoice template. I am running Premier 2018 desktop.
Hello there, @pradervr.
I'm glad to see you dropping by here in the Community. I'm here to assist you with the Bill to address field of an invoice.
Once you add a name to the Bill to field, it'll prompt a popup box asking if you want the information to appear next time. If you click Yes, the name will be added automatically to the address information of your customer.
Let's also double check the customization to ensure it'll show when you print an invoice.
Once it's added, I assure you it will show when you print the invoice. You can also view how the invoice looks before printing by clicking the Preview option. You can see this option by clicking the drop-down arrow below the Print option and selecting Preview.
To be clear, I've attached a couple of screenshots below for your reference.
The Community is always here anytime you need help. Just let us know by leaving a comment below.
Hi there again, AlastarHomeCare.
You're most welcome! I'm happy to know that this got resolved for you.
Just in case you need any help in the future, please don't hesitate to reach out to the Community team. We're always around to assist you with anything that you need with the QuickBooks Product. I wish you continued success in your business.
In Desktop, you enter the Bill To info as if that is the Mailing Label. Please see my attachment.
The program populates it for you, if you do the required data entry:
Enter first name, tab Out, enter last name, tab Out, all of this is carried down as First name of the mailing label Bill To section. Or, enter Customer Company Name, to see it populate (copied into) Customer Name and line 1 of the Bill To Block. The program helps you fill in what applies, as long as you do not use the mouse to skip fields.
In the desktop version for Apple, I don't see how to get the Customer Name to appear in the Bill to section without duplicating it in the Bill to field. How do you do this please?
Hello there nicbittle,
I'm here to help provide information about how you can show the customer name without duplicating in QuickBooks Desktop for Mac.
The information that shows in the Bill To section of the invoice will depend on the data from the customer profile. We can visit your customer's profile to ensure it's correct.
Please keep in touch with me here should you need any further assistance. The Community always has your back.
Let me share some information about the company name showing duplicated in the bill to field in QuickBooks.
In order not to duplicate the company name in the Bill to field, you should not include the company name in the address field if you already enter the company name at the top (see screenshot).
You may find this article helpful: How to customize invoices, estimates, and sales receipts.
If you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours.
Keep me posted if there's anything else I can help you with. Have a nice day!
I would like the customer name on all invoices as well. Is it possible to include this field in all invoices in addition to the bill to address, all while not duplicating the customer name?
Thanks for joining the thread, elmehalawi.
I'm here with some insight to provide regarding this matter.
To clarify, are you using QuickBooks Online or QuickBooks Desktop? At this time, it's not possible to add the customer's name on a separate field without duplicating the one in the Bill To field with QuickBooks Online.
However, it is possible to do this using QuickBooks Desktop. You just need to make sure that the customer's name isn't included in his/her Bill To address in their profile. After that, you can modify the invoice template you're using to add a custom field for the customer's name. Here's how you can do it:
To modify the invoice template
To apply the template on the invoice
For additional insight about this, you can check out these articles:
Please don't hesitate to touch base with me here in the Community if there's anything else I can do for you. I assure you that I'll do my best to help you out.
Hi, do you mean in Edit Invoices?
Under Display, we only have:
Customer Business Account Number
But nowhere to select Customer Name.
Thanks for joining the conversation, @PSigns,
I appreciate your time checking this with the Community. I can add a bit more about including the customer name on the Billing address field of your invoice.
If you're using QuickBooks Online, you're able to display the customer name on both Billing and Shipping address. To complete your work, follow the steps I've prepared for you:
Step 1: Customize your invoice template
Step 2: Set your customer's Display Name.
That should get you on the right track, @PSigns.
Please let me know if there's anything I can help you. I'll be more than happy to lend you a hand whenever you needed me. All the best!
Sorry to say we've done all what you outline, and the Customer name is still not showing up on Invoices (don't know if it works on Statements as we are brand new to QBO and haven't produced any statements yet).
Please help, this is very frustrating!
Welcome back, @PSigns,
Thanks for letting me know the outcome of the troubleshooting. I want to make sure you get past this invoicing hurdle.
The recommended steps should correct the issue with the customer name not showing on the invoice. Since you're getting the same hitch after following the resolution, I'd recommend getting in touch with our QBO Support Team.
There they can investigate what's causing this unexpected behavior and can give you temporary workarounds in a secure environment. They can also perform screen sharing sessions to better isolate the issue. Here's how to contact us:
Please update me on he outcome. I want to ensure you're all set. Have a good one!
WHEN YOU ENTER THE COMPANY NAME IN THE COMANY NAME FIELD THEN ADD THE ADDRESS IN THE ADDRESS DETAILS BILL TO , THE NAME DOES NOT PRINT ON THE INVOICE THIS IS EXACTLY HOW THEY SHOW YOU TO DO IT IN THE QB TUTORIAL. IT SEEMS TO BE A FLAW IN QB BECAUSE YOU WOULD THINK YOU WOULD NOT HAVE TO RE ENTER THE NAME IN THE BILL TO AREA AGAIN