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aric2
Level 1

When creating a customer invoice the company name is being displayed. Is there a way to change that to the "display name as" field?

 
1 Comment 1
Angelyn_T
QuickBooks Team

When creating a customer invoice the company name is being displayed. Is there a way to change that to the "display name as" field?

Hi, @aric2.

 

Thank you for reaching out to us here on the Community page.

 

I can help you with customizing the template to display the information you need.

 

Usually, the information on the Business name section depends on the details added on the Company Settings. If you wish to update the name to you can follow these steps:

 

  1. Go to the Gear icon, then select Accounts and Settings.a27 1.PNG
  2. Click on the Company tab at the left pane.
  3. Update the information on the Company name section.a27 2.PNG
  4. Hit Save, then Done.

 

Or, manually change the details through the Edit invoices that turn heads and open wallets window.a27 3.PNG

 

I'm adding this article for more tips about personalizing and adding specific info to your sales forms.

 

Moreover, you can open the topics from this link to learn more about adding, organizing, and sending invoices.

 

If you have any other questions about the invoice template, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

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