I appreciate this detailed information, Barry. Let me provide an alternative option instead to get you going.
First off, are you trying to find an invoice by clicking the Find by invoice no.? If so, yes, the customer's name won't show since this will only allow you to search for a specific invoice number.
However, you can search for the customer's name instead. Doing so will lead you to all of their open invoices displayed.
Here's how:
- Open your QuickBooks Online (QBO) account.
- Go to the +New icon.
- Click Receive payment.
- Select the name under the Customer dropdown.
Additionally, you might want to check this article and learn how to personalise and add specifics to your sales forms in QBO: Customise invoices, quotes, and sales receipts in QuickBooks Online.
You can notify me in the comments if you require additional assistance managing your invoices. Have a great day ahead of you.
