Customize Customer Name on Invoices

If an invoice needs to display a different name instead of the customer’s actual name from the file, this can be adjusted through the billing address settings.

How it works

The invoice pulls the name from the billing address section of the customer profile. By enabling a custom name, the displayed name can be changed without modifying the actual customer record.

Steps

1. Go to Sales → Customers
2. Open the customer by double-clicking their record
3. Click Edit Address (Billing)
4. Check the box Use Different Name
5. Enter the name that should appear on the invoice
6. Save the changes