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arkvalleyinfo
December 11, 2018
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The "Bill to" field on my invoice templates only brings over the address - how to add Company Name?

  • December 11, 2018
  • 3 replies
  • 0 views
The Company Names shows as the first line in the Invoice/Bill to field within the Customer Info tab.  However, when I go to print an invoice for that customer, whether I use a standard QB template or my custom invoice template, the Company Name is stripped away and the address only shows.  I can't send out invoices with no customer Company Name on them - what am I missing here?
Best answer by qbteachmt
"The customer name is not listed in the label. Are you suggesting this gets typed in for each customer?"

Yes, QB will carry it down for you if you put the data entry into the Customer record when first setting up the customer. This is why I teach to use the Tab key when done entering something in a field. When you enter Customer name, or Company name, and Tab out, QB carries it down for you. If you click the mouse and jump around from field to field, you aren't allowing QB to do some of the work it will do for you.

"Does Customer Name have to be duplicated for the Bill To 1 field?"

YES. It needs to be in the Bill To Block. Line 1 might be Company OR name, but what shows on the sales form is what is in the Bill To Block.

3 replies

qbteachmt
qbteachmtAnswer
December 11, 2018
"The customer name is not listed in the label. Are you suggesting this gets typed in for each customer?"

Yes, QB will carry it down for you if you put the data entry into the Customer record when first setting up the customer. This is why I teach to use the Tab key when done entering something in a field. When you enter Customer name, or Company name, and Tab out, QB carries it down for you. If you click the mouse and jump around from field to field, you aren't allowing QB to do some of the work it will do for you.

"Does Customer Name have to be duplicated for the Bill To 1 field?"

YES. It needs to be in the Bill To Block. Line 1 might be Company OR name, but what shows on the sales form is what is in the Bill To Block.
    A
    arkvalleyinfoAuthor
    December 11, 2018
    Thank you. How would you suggest I make that adjustment on my Customers list? When I attempt to "Import from Excel" the Formatted Excel spreadsheet doesn't ask me about the Bill To Block format, just "Company Name", "Display as", Address 1", etc. I'm worried exporting, adjusting in Excel, and importing won't solve the issue.

    Is there a quick way to copy and paste to essentially move the "Bill to" lines over and copy and paste the Company information? Thanks for your help.
    qbteachmt
    qbteachmt
    December 11, 2018
    You can edit the names and paste. Put the name on the first line. Or,

    In the Add / Edit Multiple table, you customize the columns to bring to your view the data you need to work with.

    Bill To 1 is the first line.
    Bill To 2 is the next line.
    Etc.
    qbteachmt
    qbteachmt
    December 11, 2018
    Make sure the Address Block in the Customer Edit is like a Label, completely filled in. Then, Edit a template, go to Customization, then the Layout Designer view, and confirm the reserved data field space for Bill To is not too small.
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    arkvalleyinfoAuthor
    December 11, 2018
    I am having this same problem, and I'm unclear on what you're suggesting. The customer name is not listed in the label. Are you suggesting this gets typed in for each customer? Does Customer Name have to be duplicated for the Bill To 1 field?
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