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November 7, 2021
Question

How do I change a name on a invoice I’ve sent out?

  • November 7, 2021
  • 1 reply
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1 reply

November 7, 2021

Welcome to the Community space, joeyfuller84. 

 

Allow me to share some information on how to modify the customer's name to the invoice. You can manually edit the name by going to the Invoices tab and clicking the drop-down arrow, and selecting View/Edit.  

 

Here's how: 

 

  1. Select the Sales menu/. 
  2. Navigate the Invoices tab.
  3. Locate the invoice then click the drop-down from the Actions column.
  4. Choose View/Edit

 

However, if you're trying to add a customer's name to invoices, you can click the Add New button from the invoice page.  

 

I'm also adding this guide about managing sales forms in QuickBooks: Customise invoices, estimates, and sales receipts in QuickBooks Online

 

You can also find helpful articles on our QuickBooks page about sales and customers

 

I'm just here if you have any other questions. You can always leave a reply or post again if you need more help. Have a great day!