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Anonymous
November 28, 2017
Solved

How to stop my customer's name from being automatically filled in the SHIP TO section on invoice?

  • November 28, 2017
  • 3 replies
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Hi, 

 

I'm wondering if anyone on here know how to fix this problem. When I generate an invoice, my customer's information will appear on the BILL TO section. However, it also automatically pre-filled my customer's name on SHIP TO section which is very annoying for me since I have to delete it myself. Is there a way that I can stop that from happening?

 

It's a burden for me since I have to create multiple invoices and has to manually delete the customer's name for each invoice! I have attached the screenshot of the invoice to illustrate what I need help for. I appreciate all the tips, advices and help on this matter.

 

Thank you!

Trang 

    Best answer by vpcontroller

    @203210

     

    You can uncheck the 'shipping address' field on the sales forms from the custom form styles.

     

    Click the Gear (⚙) icon at the top > Your Company > Custom Form Styles > Under Action column, select Edit > Go to 'Content' tab' > Click the 'pencil' icon at the top right corner > Under 'Display' at the bottom, you should see 'Shipping' field > Uncheck 'Shipping' field and click DONE.

     

    Hope this helps!

    3 replies

    vpcontroller
    vpcontrollerAnswer
    November 28, 2017

    @203210

     

    You can uncheck the 'shipping address' field on the sales forms from the custom form styles.

     

    Click the Gear (⚙) icon at the top > Your Company > Custom Form Styles > Under Action column, select Edit > Go to 'Content' tab' > Click the 'pencil' icon at the top right corner > Under 'Display' at the bottom, you should see 'Shipping' field > Uncheck 'Shipping' field and click DONE.

     

    Hope this helps!

    A
    Anonymous
    November 30, 2017

    Hi there, 

    Thank you for your reply. I followed your instruction that you mention in your message. However, if I uncheck the Shipping field, it will only show Bill To. I want to keep the Shipping field but I don't want to have my customer's name on both Bill To and Shipping fields. Do you know any way to fix it? I've been fixing it manually everytime I create an invoice. 

      MorganB
      MorganB
      November 30, 2017

      Good afternoon trangpham91,

       

      Thanks for turning to the Community for support. I'd be glad to offer my assistance.

       

      QuickBooks does automatically populate the customer's name in both of those fields, but there's a way that can be undone.

       

      I found a link for you that will explain how to do so: https://community.intuit.com/questions/1623889-how-do-i-stop-the-system-from-multiplying-the-customer-s-name-on-the-bill-to-ship-to-section-of-the-invoice.

       

      This should get those invoices looking exactly how you'd like. Please let me know if you have any other questions.

      G
      GloriaELH
      May 18, 2023

      Were you able to fix that? 
      The solutions they give is not what I need, my invoice shows the name of the customer and the name of the company where  it was shipped to. 🤦🏻‍♀️

      thank you

      gloria

      Q
      QueenC
      May 18, 2023

      Hi there, @GloriaELH. Appreciate you for chiming in on this conversation and for bringing your concern to our attention.

       

      Invoices in QuickBooks Online (QBO) normally display information about your customers as this is a form intended for them with the products or services. Additionally, the details such as the Billing address and Shipping to depend on the information you've provided in your customer's profile.

       

      If the image below is what you meant by the customer name showing and then the name of the company it was shipped to:

       

       

      It is because of what you've entered in the Company name and the Customer display name. To prevent this from happening, you may want to make some necessary edits based on the information you want to show. Here's how:

       

      1. Go to the Sales menu then select  Customers.
      2. Locate and click on the customer name to open the profile.
      3. Hit on Edit.


         
      4. Modify the information.

       

      On the other hand, if you don't want to remove or modify the Company name in the customer's profile and wouldn't also want it to auto-populate to your invoices, I would suggest sending this feedback to our Product Developers to let them know that this is something you need and would benefit not just you, but other business owners too. Here's how:

       

      1. Click the Gear icon in the upper-right corner.
      2. Select Feedback under Profile.
      3. Share your feedback.
      4. Click Next to submit.

       

      You can also send your feedback through this link and get the latest updates from our development team: QuickBooks Online Customer Feedback.

       

      However, if you're referring to something else, feel free to let me know in the comments and I'll be willing to provide assistance.

       

      Additionally, I'm including this article that'll help you create templates for recurring transactions like invoices: Create recurring transactions in QuickBooks Online.

       

      Drop a reply anytime if you still have questions or concerns with regard to managing your invoices in QuickBooks Online. I'll be here to assist you further. Take care.

      C
      Cars1702
      November 2, 2023

      I also have this problem, I fill my invoice with the help of the API and when I reach the ShipAddr attribute there's no way to add a name to the address. I have to manually edit the invoice and add the desired address name instead of the customer's default name. 

       

      It's time consuming and mistakes may happen.

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