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K
kaye8
July 7, 2024
Question

Is there a way to change the standard text when sending and invoice via Text Message? I don't want to use Display Name as the "to name". I want to use first name only.

  • July 7, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

R
RoseJillB
July 7, 2024

Welcome to the Community, @kaye8. I'll share details about how you can make changes to your invoices in QuickBooks Online (QBO). 

 

In QuickBooks, there's no way we can send your sales transactions via text message. Rather, we can take the invoice link and manually text it to your client. Here's how: 

 

  1. Go to the Sales menu and select the Invoice tab.
  2. From there, locate the transaction you want to copy the link.
  3. Then, click the dropdown under the Action column and select the Share Invoice link.
  4. A prompt with a link will appear, and you can click the Copy link button.
  5. Then, hit Done.

 

Concerning changing your display name only to show the first name and the standard text, are you referring to the details shared once emailed? If so, we can change this through your custom form style under the Emails tab. I'll show you how.

 

  1. Go to the Gear icon and select Custom form style.
  2. From there, locate the template you're using for your invoices.
  3. Click Edit and navigate to the Emails tab.
  4. In the Standard Email section, specifically the Use greeting area, choose how you want to greet and message your customer.
  5. Then, click Done.

     

Moreover, if you're referring to changing the display name from the invoice, then, we're unable to change that as it is standardized to display the full name of your customer. Other than that, I recommend sending feedback to our product developers if you have other suggestions about your sales form preference down to sending it. Our product developers are responsible for evaluating and implementing new enhancements, so they would be better equipped to determine the feasibility and benefits of your suggestion for our users.

 

In addition, you can refer to this article for instructions on how to log a payment in your records when your customer settles their open balance: Record an invoice payment.

 

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one!

K
kaye8Author
July 7, 2024

Go to Customer.  Select an invoice.  Click Send.  There is an option to Text Your Customer for Payment.  See attached document.  The message that will be sent in the Text is the customer's Display Name. I want to change this to the Customer's First Name.  The Display Name cannot be used as it sometimes has additional customer reference in it. [Removed]

J
JuliaMikkaelaQ
July 7, 2024

I appreciate the image you've shared, @kaye8. I'll provide a workaround that would achieve your goal.

 

Since the option to select the first name as the display name on the text message while sending the invoice is currently unavailable, the only option is to adjust the Customer display name in their profile. This way, you will only see their given name when you send the transaction to them. I'll show you how:

 

  1. Go to the Customers & leads menu and select Customers.
  2. Choose the client you want to modify.
  3. In the Customer display name* field, edit the name to the desired one.
  4. Once done, click Save.

 

However, please be aware of scenarios where clients have similar first names. QuickBooks does not allow duplicate names between customers, vendors, and employees. Thus, you'll want to add an identifier like a last name initial to identify which is who.

 

 

Moreover, you can run a Transaction List by Customer report or other customer-related reports that show all their information, transactions, and balances.

 

You might also want to learn specific ways to personalize your reports to fit your reporting preferences: Customize reports in QuickBooks Online.

 

Once you've edited the display name, the set name will be reflected in the text message.

 

Just a heads up, we have removed the screenshot containing your personal information to protect your data, as the Community space is a public forum. Let us know if you have questions about managing invoices and other tasks within the program. 

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