Client Invoice Format

Forum|Forum|5 years ago
October 21, 2020
1 reply
9 views

The name on my client's invoice shows as TAXPAYERFIRSTNAME and SPOUSEFIRSTNAME LASTNAME. How can I make it show the taxpayer's whole name on the first line and then the spouse's name on the second line and all in caps?

ProSeries Basic

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

I am using Professional, not Basic so Im only guessing they work similarly.

If TP/SP both have the same last name, it will automatically put them in the format you show above.

You can add a blank space to the end of the spouse last name then it will print

TAXPAYERFIRSTNAME LASTNAME and SPOUSEFIRSTNAME LASTNAME

In order to get them to print on separate lines, you'd need to go in and change the formatting on the client invoice/letter itself.

It will print in whatever case you have typed in the Personal Information section, if you have it typed in all caps, it will print in all caps.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

S

SusieQStLAuthor

Level 2

Thank you very much for this information, Just-Lisa-Now. Is there at least a way to get the word "and" to type in caps?

michelleconnally

Level 2

Wanted to provide this KB just in case Lisa does not get back to you soon enough.

https://proconnect.intuit.com/community/customize-forms/help/using-client-letters-in-proseries-professional/00/5721

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