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tomacsh
June 17, 2020
Question

Customer Name on Invoices

  • June 17, 2020
  • 2 replies
  • 0 views

I sent out a number of invoices to only have them come back because the Customer Name is not printed on it. The Customer Name is entered in its appropriate field in Customers but I don't see where I can edit my invoice using Layout Designer to add the field to the invoice. I've checked online and it talks about Display Field drop-down which doesn't exist, at least not in Quickbooks Pro 2020 for Mac which is what I am using. What gives? Am I to just copy and paste the name to the Bill To field. A solution but not elegant.

    2 replies

    JessT
    JessT
    June 20, 2020

    I'm happy to help you add the name without copying and pasting, tomacsh 

     

    By the way, this is the same as the other QuickBooks versions. What you can do it is edit the address information of the customer, and add their name in the Bill To field. That way, their name will automatically show up in that section when you create them invoices.

     

    Let me know if you have other questions about this.

    D
    Drabkin
    July 21, 2020

    I completely do not understand this explanation.  I just purchased desktop mac 2020. I imported 3000 customers from a spreadsheet.  The most basic of information (Customer's name) does not appear in the printed invoice. I have scoured layout manager, the internet and now your comment.  Why is this so complicated? 

      C
      Catherine_B
      July 21, 2020

      I do appreciate that you've made sure that the spreadsheet has the correct information, Drabkin.

       

      Let's ensure that you're creating a new invoice after you imported your list of customers since QuickBooks Desktop won't retroact. If the invoice you'll be printing is an existing one prior to importing the customer list, let's edit it first and toggle it to the correct customer. 

       

      Good job that you tried editing the invoice template. Ensure that the Print and Screen option in the Customers tab of the layout designer is checked.

       

      Let me show you how:

      1. From the opening invoice, click the template from the menu and select Edit Current Template.
      2. In the Invoice Fields window, click the Customers tab. 
      3. Check the Print and Screen window on Customers Name option.
      4. Once done, click Save from the File menu.

      We can also review the customer's profile to ensure that the name is correctly entered in the CUSTOMER NAME field. 

       

      If the same thing happens we can troubleshoot PDF and Print problems with QuickBooks Desktop. 

       

      Feel free to leave a reply below if you need more help. You take care and have a great day!

      R
      rashidraza
      February 6, 2023

      I just set up an HOA company on QuickBooks for Desktop and ran into this issue. I resolved this issue by defining a Custom Field on Additional Info tab in Edit Customer screen and named it "Customer Name". I then used this field under template customization between "Bill To" heading and the data below it. It worked perfectly. It wasn't too hard to populate the customer name in this new field either. I used the "Add/Edit Multiple List Entries" screen and copied the customer name using a worksheet. I hope this helps.

       
       

       

       

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