This is a great contribution and very helpful, thank you.

I am having trouble displaying my customers name on my custom invoice template. The <customername> field appears to map to the Customer Display Name. This is a challenge because I need to sort my customers by business name, but when I do that, my invoice template displays "Attention: BusinessName Inc" instead of the customer's name. Alternatively, I could change all my Customer Display Names so the invoices read "Attention: Bob Smith", but then my accounting team can't see my customers by Company Name, and that doesn't work. My only solution is to create a custom invoice field and fill out the customer name again, but then I'm having to look up this information and it's cumbersome.

Quickbooks has it's own template that actually displays the customer name, despite what the Customer Display Name is set to, but I can't access the <shortcode> used to source this. I want to be able to set a customer name on an invoice.

Am I missing something? I hope I'm just overlooking something simple...

Thank you for your help in advance!

-Tyler