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vellaaahhh-davcp
Level 1

Modern invoice design does a couple of wonky things Above "Bill to:"it includes my clients name based on how I organize my clients' names(Last name, First name)remove it?

 
1 Comment 1
JamaicaA
QuickBooks Team

Modern invoice design does a couple of wonky things Above "Bill to:"it includes my clients name based on how I organize my clients' names(Last name, First name)remove it?

I can direct you on how to change the names shown on your modern invoices, vellaaahhh-davcp.

 

You're right that the indicated client's name above the Bill to box depends on how you organize it. If you'd like to adjust how it shows on the template, we can change the Customer display name on their profile.

 

Here's how:

 

  1. Go to the Sales menu on the left pane (Take me there).
  2. Select Customers, then choose your client.
  3. On your client's profile, click the Edit button.
  4. Tap the Customer display name dropdown and pick one.

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Once done, you can start creating invoices to view the modifications made. However, please know that we're unable to remove the names or the fields above the Bill to section.

 

Furthermore, I'm adding this reference to learn the features currently available in the new experience: See what’s new with estimates and invoices in QuickBooks Online.

 

Lastly, check out this link for the instructions about receiving customer settlements: Record invoice payments in QuickBooks Online.

 

I'm only a few clicks away if you have any other questions about invoices or customer info. Enjoy your weekend!

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