How To: Prevent the Company Name from printing on Invoices, Credit Notes and Delivery Notes
Table Of Contents
You can configure specific customer company classes so that the company name is not printed on sales invoices, credit notes and delivery notes by default.
When this option is disabled for a company class, the Name checkboxes on the [ Sales Order | Detail | Addresses ] tab will be unticked automatically for customers assigned to that company class.
This feature applies to customers only.
Why Use This Setting?
This option can be useful when:
- Documents should be addressed to an individual rather than a company.
- Company names should be omitted from delivery documents.
- You want to control document formatting automatically for specific customer groups.
Update the Company Class Setting
- Press Alt+E or click Edit to enter edit mode.
- Green-select the company class you want to update.Tip: Green-selecting the row makes it easier to identify the correct company class when scrolling across the grid.
- Untick the Show Name checkbox for the selected company class.
- Repeat for any additional company classes where the company name should not be printed by default.
- Press Ctrl+S or click Save to save your changes.
Result
For customers assigned to the selected company class:
- The Name checkboxes on the sales order address screens will be unticked by default.
- Company names will not be printed on standard sales invoices, credit notes and delivery notes unless the option is manually enabled on the order.
Additional Information
- This setting affects the default behaviour when creating or editing sales orders.
- Users can still override the setting on an individual sales order where required.
- Document output may vary if your invoice, credit note or delivery note reports have been customised.