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AL QARI INT
Level 1

Customer name dose not appear in invoice after change invoice form style

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

Customer name dose not appear in invoice after change invoice form style

I’ve got you covered, AL QARI INT.


It’s essential for a business to have the customer's name shown on the invoice and other forms. This allows you to track their transactions easily, especially when running reports.


The issue you’re experiencing can happen when the information listed in the Display name as box is the company name. Let’s go to the Customer information window and make sure your client’s name is the one entered in the mentioned field.  I’ll guide you on how to carry out the steps.

 

  1. In QuickBooks Online (QBO), head to the Sales menu on the left panel and choose Customers.
  2. You'll see a screen that shows the list of your clients.
  3. From there, look for the one you’re working on and click on the name to see more details.
  4. Next, tap the Edit menu in the upper right to open the Customer information window.cx name.png
  5. Go to the Display name as section and check the information entered in the field box.cx name.1.png
  6. If it shows the company name, change it to the customer’s name.
  7. Click Save to keep the changes.


Now that we’ve already updated the information, create an invoice and then use the correct custom form style. If you continue to get the same result, delete and recreate it. Performing these troubleshooting steps will determine if the one you’re using is damaged.


To remove the template:

 

  1. Go to the Gear icon and select Custom form styles under Your Company.
  2. Pick the invoice template you’re working on from the list.
  3. Press the Edit drop-down arrow under the Action column and choose Delete.
  4. Tap the Yes, delete this style button to confirm the action.


Then follow the instructions in this article to create a new invoice template: Customise invoices, estimates, and sales receipts in QuickBooks Online


In case you wish to tailor your sales forms by location or add a logo, the following resources outline the complete instructions on how to accomplish them.

 


You can bookmark this link in your browser for future reference. It includes articles about processing payments, creating refunds, and other customer-related activities.


Feel free to add a comment below if you need further assistance performing any of the steps I shared above. I'll get back to help and make sure you're taken care of. Enjoy your weekend, AL QARI INT.