Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Old customer's nam...
Small and medium business | Business Central, N...
Suggested answer

Old customer's name still appears on invoice

(1) ShareShare
ReportReport
Posted on by Tom Rahav 7

Hello,

One of our customers is a company that has changed its name recently. Consequently, we changed the 'Name' field under the 'General' section of this customer's information form.

Yet when we issue invoices to this customer, both the new and the old names appear. The new name comes in the first line and the old name comes in a second line just above the customer's address.

I assume that the new name should have been updated in more than one place, but couldn't find it anywhere. The only Name field I found is the one I modified in the general customer information form. What do I miss?

Change-of-name-issue.jpg

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 78,198 Super User 2025 Season 1 on at
    RE: Old customer's name still appears on invoice

    Hi, If this is a custom report or custom layout, the developer may have fixed the company name.

    You can view the report id after clicking About This Page on the request page of the report.

    pastedimage1682982746894v1.png

    pastedimage1682982759085v2.png

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 997 Moderator on at
    RE: Old customer's name still appears on invoice

    There are a few alternative reports that might be used.

    If you look in "Report selection sales" then you should be able to find the report number that is used for invoices in your enviornment.

  • Tom Rahav Profile Picture
    Tom Rahav 7 on at
    RE: Old customer's name still appears on invoice

    Hi,

    Indeed, the name of all customers appear twice. It seems to me as if the first line is taken from the Customer Name and the second one from an address, but I checked both Bill To and Ship To records for this customer and they show the new name.

    The report I refer to is for Posted Sales Invoice, but I am not sure how where to find its ID?

    Thanks,

    Tom.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 997 Moderator on at
    RE: Old customer's name still appears on invoice

    Could one of them maybe be a delivery address registered on the customer that you have forgotten to update?

    If not you need to check the report layout and see where the data is pulled from.

    A developer will be able to determine that pretty quickly.

  • Jun Wang Profile Picture
    Jun Wang 7,604 Super User 2025 Season 1 on at
    RE: Old customer's name still appears on invoice

    looks like you need help from a dev to check if the old name is being hard coded or pulling from a different source.

    you could also testing other types of posted documents if the issue reoccur

  • Suggested answer
    Govinda Kumar Profile Picture
    Govinda Kumar 2,209 Moderator on at
    RE: Old customer's name still appears on invoice

    Hi,

    Can you please confirm if the old name appeared twice before you updated your customer name? Also, have you checked how the name is occurring with other customers?

    It seems that the old name is coming from the field where it was previously filled, and the new name is coming from the customer table. it would be more helpful if you provide the report ID so that I can check the data fields behind both names and maybe come up with a more specific reason...

    Regards,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans