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D
dghoa-hb-gmail-c
October 27, 2023
Question

Is there a report that has the following

  • October 27, 2023
  • 1 reply
  • 0 views

I need a report that has the following.:

--Invoice Date 

--Invoice Number 

--Invoice Amount 

--Balance Forward 

--Customer Full Name

--Billing Address

--Balance Forward 

 

The Invoice List Report has a this infomation EXCEPT the Name it uses is the Customer Display Name and I need the Customer Full Name (Title, First Name, Initial, Last Name, Suffix) and it does not have an option to choose the full name.

 

1 reply

J
jeanbiverly_
October 27, 2023

I've got your back, dghoa!

 

The Invoice List report can show all the details you need, including the full name of the customer. To achieve this, you can choose the customer's full name as the Customer Display Name. Let me guide you how.

 

  1. Go to Sales, then Customers.
  2. Pick the customer.
  3. Choose the Edit button.
  4. Enter the full name of the customer.
  5. Click the dropdown on the Customer display name field.
  6. Select the full name of the customer as the Customer display name.
  7. Hit Save.

 

 

After that, the customer's full name can be seen on the report.

 

 

Alternatively, you can export the report and then manually enter the full name of the customer.

 

 

For more guidance on personalizing your reports, you can check out this article: Customize reports in QuickBooks Online.

 

Please don't hesitate to reach out if you need further assistance with your invoice report. I'm glad to be of service.

D
dghoa-hb-gmail-cAuthor
October 27, 2023

I do NOT want to change the way the name is displayed.

I want the "Customer Display Name" to display name as  Lot 1--Smith so when I am on the computer all 139 names are displayed in the customer list in numerical order by lot number. I have had it diplayed for over 20 years this way on QB desktop. So I do not want to change the "Customer Display Name" field.

 

For the report, I need the name to be the "Customer Full Name" -- Title, First Name, Initial, Last Name, Suffix.

For example, in the Contact Report, you can customize the report and select "Full Name" for a column and you will get the full name (not the  "Customer Display Name".

 

Adrian_A
Adrian_A
October 27, 2023

I appreciate you for getting back to us, dghoa.

 

For now, the option to enter the customer's full name without modifying the Customer display name field is unavailable. It would be most effective to communicate your feedback directly to our Product Developers. They are genuinely interested in hearing your input and highly encourage you to share your suggestions by providing feedback. To send your input, here's how:

 

  1. Open your QBO account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestions and then click on Next.

 

Furthermore, if you want to take and process payments online, you can check this article: Accept electronic customer payments for online invoices and in-person sales.

 

Please don't hesitate to get in touch if there's anything else I can do to assist with any invoice or reporting issues.

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