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matt brand
September 19, 2019
Solved

Customer display name

  • September 19, 2019
  • 1 reply
  • 0 views

Hello

 

I have a client who I need to invoice the same invoicing address but with several different shipping addresses. so I've setup four customers, all with the same invoice address and each one has a separate delivery address. 

 

The problem I've got is that in order to tell them apart when selecting the customer to invoice i've used the 'display name as' to say, for example:

Company (Site 1)

Company (Site 2)

Company (Site 3)

Company (Site 4)

 

But this then appears on the top of the customer's address line which I don't want them to be able to see. 

 

Is there another way? Or a way to have a 'tag' or memorable name which means something to me when selecting the customer but wont show on their invoice?

 

Thanks

 

Best answer by GeorgiaC

Hey Matt,

 

I appreciate the detailed post. This would be the correct way to setup a customer with multiple shipping addresses; the display name is internal but will be displayed on the invoice if there is no customer name entered in the First, Middle, or Last name fields on the customer information panel.

 

If you edit the customer to have a name entered in these fields then the display name should not show on the invoice. Please let me know if you have any further queries :)

1 reply

G
GeorgiaCAnswer
September 19, 2019

Hey Matt,

 

I appreciate the detailed post. This would be the correct way to setup a customer with multiple shipping addresses; the display name is internal but will be displayed on the invoice if there is no customer name entered in the First, Middle, or Last name fields on the customer information panel.

 

If you edit the customer to have a name entered in these fields then the display name should not show on the invoice. Please let me know if you have any further queries :)

M
matt brandAuthor
October 3, 2019

Amazing :) 

 

Exactly what I needed thank you!

 

 

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