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Is there a way to add the customer name to the Bill to field?

When I print the invoices the "bill to" address only shows and not the customer name.  In the edit invoice mode in the print preview the "bill to" shows customer name and address like it should.  

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Best answer 10-15-2018

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ProAdvisor

In the Bill to box on the customer's card you must enter...

In the Bill to box on the customer's card you must enter their name as the first line. If it is not in that bix, it doesn't print on the invoice.

25 Comments
ProAdvisor

In the Bill to box on the customer's card you must enter...

In the Bill to box on the customer's card you must enter their name as the first line. If it is not in that bix, it doesn't print on the invoice.

Not applicable

That’s gonna create a lot of data entry to go back and ch...

That’s gonna create a lot of data entry to go back and change all of the addresses!  Can I reupload all my customers names and addresses and have that field mapped to include the customer name in the bill to field?
Established Community Backer ***

There is no box called "Bill to" on the customer card

There is no box called "Bill to" on the customer card
ProAdvisor

Sorry, that's the desktop version. Check the display box...

Sorry, that's the desktop version. Check the display box & make sure it's checked & has company name in it.

Community Contributor *

Re: Sorry, that's the desktop version. Check the display box...

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.

Established Community Backer ***

Re: Sorry, that's the desktop version. Check the display box...

"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

Experienced Member

Re: In the Bill to box on the customer's card you must enter...

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.

QuickBooks Team

Re: In the Bill to box on the customer's card you must enter...

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.

 

Here's how:

  1. Click the Lists tab at the top menu bar.
  2. Click Templates.
  3. Double-click the template you're using.
  4. Click Additional Customization.
  5. Go to the Header tab.
  6. On the Print column, put a check mark beside Bill To.
  7. Click OK.

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.

 

image.png

 

image.png

 

image.png

Active Member

Re: In the Bill to box on the customer's card you must enter...

Thank you!  That solved my problem.

QuickBooks Team

Re: In the Bill to box on the customer's card you must enter...

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.

Established Community Backer ***

Re: In the Bill to box on the customer's card you must enter...

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.

Active Member

Re: In the Bill to box on the customer's card you must enter...

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?

Thanks

QuickBooks Team

Re: In the Bill to box on the customer's card you must enter...

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.

 

Here's how:

  1. Click the Customers tab at the top menu bar.
  2. Select Customer Center.
  3. Go to the Customers & Jobs tab.
  4. Double-click to open the customer name.
  5. Go to Address Info.
  6. Below Invoice/Bill to, enter the name.
  7. Click OK.

Please keep in touch with me here should you need any further assistance. The Community always has your back.

Established Member

Re: In the Bill to box on the customer's card you must enter...

Is there a way to do this without having to duplicate the company name in the Bill to field?

QuickBooks Team

Re: In the Bill to box on the customer's card you must enter...

Hello, elmehalawi.

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.

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Keep me posted if there's anything else I can help you with. Have a nice day!

Established Member

Re: In the Bill to box on the customer's card you must enter...

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?

QuickBooks Team

Re: In the Bill to box on the customer's card you must enter...

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

  1. From the Lists menu, select Templates.
  2. Double-click the invoice template you're using.
  3. Click the Additional Customization button.
  4. In the Header tab, check the Screen and Print boxes for the Other option.
  5. Enter the name in the Title field, for example, "Customer Name."
  6. Click OK twice.

To apply the template on the invoice

  1. From the Customers menu, select Create Invoices.
  2. Enter all the necessary details for this invoice.
  3. From the Template drop-down menu, choose the invoice template you modified.
  4. In the Custom field, enter the customer's name.

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.

Experienced Member

Re: Sorry, that's the desktop version. Check the display box...

Hi, do you mean in Edit Invoices?

Under Display, we only have:

Billing Address

Shipping

Terms

Due date

Customer Business Account Number 

+Custom field,

But nowhere to select Customer Name.

QuickBooks Team

Re: Sorry, that's the desktop version. Check the display box...

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

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Go to the Content tab.
  4. Click the top section of the template on the left.
  5. On the Header section, click the Address link.
  6. Add your company address.
  7. Go to the Display section, make sure Billing address is marked.
  8. Click Done.

Step 2: Set your customer's Display Name.

 

  1. Click the Sales menu.
  2. Go to the Customers tab.
  3. Select the customer name you'd like to be included in the address field of the invoice.
  4. Click the Edit button at the top.
  5. In the Display Name as drop-down, select the preferred name you want for the customer.
  6. You also have the option to leave the Company field blank, if you'd like to use only one customer name.
  7. Please make sure you don't ad the name on the Billing and Shipping address fields.
  8. Click Save.

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!

Experienced Member

Re: Sorry, that's the desktop version. Check the display box...

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!

Experienced Member

Re: Sorry, that's the desktop version. Check the display box...

Unfortunately we have already done everything you outlined, and still no Customer name on our invoices.

We are new to QBO..... This is so frustrating!

QuickBooks Team

Re: Sorry, that's the desktop version. Check the display box...

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:

  1. Click the (?) Help menu.
  2. Select the Contact us button.

Please update me on he outcome. I want to ensure you're all set. Have a good one!

Active Member

Re: Sorry, that's the desktop version. Check the display box...

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

Experienced Member

Re: Is there a way to add the customer name to the Bill to field?

Is there a way to prevent the First/Last name fields from printing on the Invoice?