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Anonymous
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Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

Welcome back to our forum, @Patty04,

 

Allow me to step in for a moment and share some information about removing the customer name on your customers payment receipt.

 

When you email invoices or payment receipt, the customer name is displayed at the top of the form. To avoid duplicate names on the PDF attachment, you can remove the other name in the Address section of the client's profile. Here's how to do that:

  1. Go to the Customers menu.
  2. Choose Customer Center.
  3. Double click the customer name.
  4. Go to the Address Info tab.
  5. In the Address Details section, remove the customer name in the Bill To or Ship To fields.
  6. Click OK.

Additionally, removing the Bill To option on the invoice template will only remove the address field on the transaction. Please see this article to know more about using QuickBooks templates: Use and Customize Form Templates

 

That should get your work done! Please update me on how this goes. I am always here to help whenever you need further assistance. Have a great day!

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