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H
HAM9
July 16, 2020
Question

Incorrect Client Name on Email

  • July 16, 2020
  • 1 reply
  • 0 views

I am testing QBO Plus on live and also on Test QBO Plus and QBO Advanced versions and have noted the following anomaly.

 

When emailing an invoice QBO incorrectly addresses the client on email body as "Dear [Display Name]" while on the invoice form it is clearly set at "Dear [Full Name]".

 

For example if I have a client "ABC Company Ltd" and under Display name I have it as "ABC Co. Ltd-Ground Floor", QBO will address the client in the Email when sending the invoice as "ABC Co. Ltd-Ground Floor".

 

This is very silly and does not go well especially for clients with tenants in Real Estate.

 

1 reply

MaryLandT
MaryLandT
July 16, 2020

Hello there, HAM9,

 

I can clear things out for you. QuickBooks Online (QBO) uses the name you've selected under Display name as field when you create an invoice. And, the same information when you send the transaction to your customer.

 

I've tried this using our QBO Test company and this is the set up entered on file. The transactions is also sent to my email. See the attached screenshots below for your visual guide.

 

You'll want to select a name from the recommended list under the Display name as drop-down. You can also create a new one to show the customer name on your sales forms.

 

Check out the Add Customers page for a video tutorial and detailed steps on how to enter a new customer information.

 

Stay in touch by commenting below. I'm always right here to help.

H
HAM9Author
July 16, 2020

@MaryLandT You don't understand completely. When client is setup under Company Name it is ABC Company Ltd. Under Display Name it would be ABC Company Ltd-Ground Floor. That's it. Display name is for our internal purposes. Invoice name will show to correct name. However the email body uses Display Name and the is not what is intended. Even invoice template has been set at Dear Full Name, NOT Dear Display Name!

 

Above does not go well for mass billing customers setup.

H
HAM9Author
July 16, 2020

see screenshot below to illustrate the point. It is picking name correctly on invoice but name on email body is wrong. 

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