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A
accounts-domains
July 4, 2023
Question

Billing address on sales invoice includes the customer name/company. It won't let me delete on an invoice. I need to only pull in the billing address on sales invoices?

  • July 4, 2023
  • 2 replies
  • 0 views
Customer name automatically shows on billing address on a sales Invoice. My customer name is a property address and the billing address is the charge to the landlord. I only need the billing address to show on sales invoices

2 replies

J
JamesAndrewM
July 4, 2023

Hello there, 

 

I will share a few details regarding the customer's name that appears in the Bill Address section of your sales invoices. When creating sales forms in QuickBooks Online, the Billing Address (and Shipping Address) always includes the customer name.

 

I acknowledge that it would be advantageous to have the ability to prevent the customer/job name from displaying on both addresses (billing and shipping) in the future. Currently, we cannot stop or eliminate the customer's name from appearing above the Address information in the Billing Address (and Shipping Address) unless you manually delete it every time you create the invoice. Here's how:

 

  1. Go to + New
  2. Choose Invoice and fill out all the information.
  3.  On the Billing address, delete the customer's name and Save and send.

 

You can utilize this article for future reference: Customize reports in QuickBooks Online.

 

If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.

A
accounts-domainsAuthor
July 5, 2023

Hi James

Thank you for your reply, unfortunately this does not work, have tried on numerous occasions

I delete first line and save but as you are saving you can see it reverses back to info already entered

So frustrating!

    E
    emmam6
    July 5, 2023

    Hello Accounts-domains, what you can do is go to edit on the customer itself and in the first/ last name put the 1st line of the address. Below that in the display name type the customer's name and then in the address remove the 1st line of the address. Then save the changes and go to create the invoice. Then when it populates in the invoice it will just have the address, but the invoice will still be under the customer's name in QuickBooks (pulling from what you have entered in the display name) but it will not show on the invoice when you print/sent it only the address. We appreciate that is not ideal as a way to do this,

    Q
    QA Cafe
    August 29, 2023

    I've had this same issue and found a way around it. I needed a reseller's name and address for the bill to address on the invoice which I could add, but the actual customer's name also kept displaying. Go to the invoice you want to edit. Go to edit customer, enter the landlord's name or company in the "company name" field, then scroll down to the billing address and update or change it and click "save". Still in the edit invoice, go to the "gear icon/Manage Tab", go to "Customization" toggle the ship to button a couple of times and click "save". You should then see the landlord name and address update under the billing. Hope this helps

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