I’m trying to confirm how the client-facing invoice email appears. In my outbox draft it shows “Cust Name” instead of the client’s actual name.

Let me explain why you saw "Cust Name" in your outbox draft instead of the client's actual name, Mariami213.

First and foremost, I want to let you know that I didn’t receive the attached example you mentioned. Could you please include it when you respond to this message?

Now, to clarify, "Cust Name" is simply a placeholder visible on your end. The client will not see "Cust Name" in the email they receive. QuickBooks Online (QBO) automatically pulls the customer’s name from your records and inserts it correctly into the email.

This feature is designed to save you time and ensure that every email is personalized for the client, without requiring you to manually edit details each time.

If you'd like to double-check that the client’s name is populating correctly, you can verify their display name in the Customer List.

Here's how:

1. Log in to your QBO account.
2. Go to the My Apps menu on the left-hand side of the screen.
3. Select the Customer Hub dropdown and click Customers.
4. Find and select the customer’s name, then click the Edit button.
5. In the Customer Information window, check the Customer display name field. This is the name QBO uses for invoices, emails, and other reports.
   
   
   
   
6. If the name is incorrect or shows a placeholder like "Cust Name," you can update it here.
7. Click Save when you're done.

For further guidance, I've included a helpful article: Edit Customer Info in QuickBooks Online.

If you have any additional questions about QuickBooks, feel free to get back to us. We're always here to help.