Hello there, @diane14.
Welcome to the Community. I’m here to share a few details about the customer’s name showing up on the Bill Address section of your sales transaction.
At this time, removing the customer’s name off of the Billing Address field is unavailable. Once a customer is selected for the transaction, the name will show automatically.
I’d appreciate if you send your request straight to our Developers. They value the opinions of all QuickBooks users and often use this input when deciding on future updates and addition. Simply go to the Gear icon at the top and select Feedback.
You can also send your product suggestions by going to the following link: QuickBooks Online Feature Requests: Rest assured, I'll do the same thing on my end.
While this isn’t yet available, you may check out QBO’s supported third-party apps with a sales transaction template that would allow you to make this change. Just head to the QuickBooks App Center and search for a keyword like Sales Template to get started.
That's it. Please know you can always reach me here should you need any help with QuickBooks, I want to ensure your success. Thanks for coming to the Community and take care.
May I concur with this issue please? I have to add a name in to enable the email function to not be faceless and to recognise the relationship I have with finance team's of my customers', but the name keeps being added as the first line of the invoice, which is not appropriate.
The invoices need to be made out to the company, not my finance contact, or my trade contact, or the business owner. Can this development issue please be accelerated.
Let me step in this conversation and share the steps of how you can change the customer name into the company name instead for the first line of invoices.
On a different note, take some time to how to manage your customer list. The link I provided points to an article that lists what you can do on the customer list page. Like how you can add a customer or a sub-customer, as well as delete or merge customers.
Do you have any other questions or clarifications? Drop them in the comments below and I'll make sure to get back to you.
Thanks for the response. I understand the relationship between the name and the invoice. What I would like is for the contact's name to turn up on the email, but not be on the invoice. There doesn't seem a way to have this work. Either I get an invoice made out to the contact and the email works, or I have the company name on the invoice and the email, and I have to remember the different contact names of all of my customers. Is there a way to fix this please?
I'll be here to take note of your concerns and feedbacks, @HelenMM.
Turning on the contact name for email only isn’t available at this moment. Once the customer’s details are set up in QuickBooks, they're automatically added to the transactions.
I know how those options you’ve mentioned help you and your business. No worries, I’ll send it personally to our management team so they could come up with the best course of action to improve QuickBooks. You can visit our blog site where the latest news and updates such as apps and product features are posted.
In case you want to create a more personalized sales transaction moving forward, feel free to check this article about customizing invoices, estimates, and sales receipts in QuickBooks Online. This contains complete instructions to start a new template to obtain a great modification.
Please add a comment below if there's anything else I can help you with. We’ll be more than happy to assist in any way we can. Keep safe.