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Send an invoice a company and not an individual

Send an invoice a company and not an individual

When I create an invoice I select a customer from my customer directory and the invoice is sent to an individual in the format ('Firstname Lastname'). The company information is nowhere to be seen.

 

I'd like to send an invoice to the business name (perhaps addressed to the attention of someone at the company) and not to a person at the company.

 

Should I just put the company name in the directory as the first and last name? I'd like a more semantic way of doing this.

 

Thanks!

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Verified Answer

Re: How do I include the Customer Business Name on an Invoice?

Thank you for your post @MuttButs. You're right, when you send an invoice it'll only pull the First Name and Last Name fields from the customer's profile and I agree a separate business name field would be very useful. I went ahead and added your post to this feature request thread where we're tracking this. We'll update everyone here if this is added to Square Invoices in future.


In the meantime, as a workaround for this particular customer, could you consider creating two separate profiles for them and then entering each business names in the Last Name field? When you send them an invoice it would look like this: 

 

 

(I entered the Last name with the dash '- My Flower Shop' in the customer profile.)

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Admin

Thank you for your post @MuttButs. You're right, when you send an invoice it'll only pull the First Name and Last Name fields from the customer's profile and I agree a separate business name field would be very useful. I went ahead and added your post to this feature request thread where we're tracking this. We'll update everyone here if this is added to Square Invoices in future.


In the meantime, as a workaround for this particular customer, could you consider creating two separate profiles for them and then entering each business names in the Last Name field? When you send them an invoice it would look like this: 

 

 

(I entered the Last name with the dash '- My Flower Shop' in the customer profile.)

Admin
Status changed to: Has Community Team Input
 

Thanks @Helen I'll try that for now. I hope they add this feature soon. It's nice to have and also would help businesses look more professional.