Invoice pdf; Client name instead of company name

Dee09
Dee09 Member Posts: 7 Novice Member Novice Member
in Reckon One

The name of the person appears in the invoice pdf instead of a company name.

ex

Invoice to
Mr TimFactory xx 42 xxx Drv Melbourne.

Instead of Mr Tim, it should be the Company Name

Comments

  • Jason_Z
    Jason_Z Reckon Staff Posts: 310 Reckon Staff Reckon Staff

    Hi @Dee09,

    I believe you can change this by editing the details by clicking 'Edit customer details' and changing the Customer name.

    image.png image.png

    I tried it on my own invoice and it looks like this:

    image.png

    Hope this helps.
    Jason

    Jason.png
  • Dee09
    Dee09 Member Posts: 7 Novice Member Novice Member

    Opps I think the transition team has interchanged the details for the Company name and Display name, there are about 250 records to be updated. How do I raise the ticket?

  • Jason_Z
    Jason_Z Reckon Staff Posts: 310 Reckon Staff Reckon Staff

    Sorry, I'm not too familiar with topics regarding the transition team.

    I'll gather some additional information, discuss it with the team, and get back to you shortly.

    Kind Regards,
    Jason

    Jason.png
  • Jason_Z
    Jason_Z Reckon Staff Posts: 310 Reckon Staff Reckon Staff

    Hi @Dee09

    I’ve sent you a message requesting some additional information. When you have a chance, please take a look and get back to me there—it’ll help me assist you more effectively.

    Thanks!

    Jason.png

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