Hello, bweiss. 

Thank you for clarifying this, and I appreciate the screenshot you've shared with us. Base on the screenshot, if you wish to use the preferred company name as the Display name.  

You'll need to file up the information in the box field the First name, Last name, and the Company. From there, the Display name as you'll have the option to choose which information you like to appear. 

I've attached articles that help you customize your sales form the way you want it. 

•  Add, customize, or remove logos on sales forms.  
• Import custom form styles for invoices or estimates. 

Fill me in for any additional questions you've in your mind. I'm always up to lend a hand. Stay safe!