Addresses no longer show up on invoices

billslc

Customer addresses no longer show up on invoices since about a week ago. What changed? I see a previous discussion on this subject but it has been closed. What was resolved?

Quicken Jared

billslc said:

Customer addresses no longer show up on invoices since about a week ago. What changed? I see a previous discussion on this subject but it has been closed. What was resolved?

Hello @billslc,    

We are sorry to hear about this issue with missing invoice information. Thank you for asking about this here on the Quicken Community.

Do you have any backups from just prior to a week ago that might be available for restoration? We recommend saving backups frequently by navigating to File > Copy or Backup File... in the upper menu at the top of the screen. Provided that this has been done often, you should be able to restore from a backup that was saved just prior to when this issue emerged by navigating to File > Restore from backup... in the same menu. I am curious about whether or not this problem continues in the restored file.  

I hope to hear about how this works for you, if you can check back in with us about this.
 

Thank you,

Quicken Jared 

ike1562

> @billslc said:
> Customer addresses no longer show up on invoices since about a week ago. What changed? I see a previous discussion on this subject but it has been closed. What was resolved?

I had this happen just yesterday (2-26-23) as well. I had gone to the Address Book and added a new customer that way, as opposed to the way I normally do it, which is simply add them into a new invoice, which I guess then automatically saves them as a customer. In other words, I usually open a new invoice and type in the new name for the customer and then in the “Bill To” field type in their address. But yesterday I had tried to add their name to an invoice AFTER first recording them in the Address Book and sure enough, it didn't populate their address. I fixed it this time by deleting the new customer from the Address Book and using my usual way of entering in directly on an invoice. It is still working correctly today when I test and select the new name from the drop-down list while in an invoice.

As a test, I attempted to invoice my previous client that I have had for several months and had invoiced multiple times with no problems (back as far as April 2022) and tried to create a new invoice for them and it didn’t work this time, whereas it had worked before. That customer was a new customer last year, but an older customer that I've had for about 10 years needed me to do a very small project for them during this second-newest customer’s project. I added a name for that very small project. These three recent projects are the ones I have an issue with. When I select the customer’s name in the drop-down list while in an invoice, it adds the name of their project into the “Bill To” field, instead of their address, although at first there was nothing. I know this because the way I first noticed the problem was I had already printed it to PDF and was emailing but when I previewed the attached PDF just before sending, I noticed that there was no address or anything at all under their name. Going back just one more customer from early 2022, it works just fine.

So as an interim solution to your problem or for anyone else, you might try what I've said here and delete them out of the address book but then go and start your invoice and add their name and address in there. It worked for me this time, but obviously it's kind of strange when a previous customer doesn't have the address populate when it did for 10 years. I tried several other names on my old list of clients, and most of them were populating the address into the “Bill To” field. You also might want to check your project list and see if there's anything weird going on there, like a project not tied to a customer name.

While we appreciate the advice to restore back to a previous time, that's not going work when you have entered so much data that you are not going to be able to recreate. The previous closed posting that you mentioned talks about this. The poster tried everything that was asked of them, and nothing worked.

I don't do that much invoicing, but I have noticed I would say in about the last year or so, that adding a project into the invoice seems to misbehave somehow. I added a project but then later it wouldn't be found in the drop-down list and when I added it again, sure enough, I would have two of them. Or something like that. It's hard to remember exactly these little problems that we have. It's a head scratcher when I’ve been using the program since 1998 and there's some new little thing popping up all the time and I know I’m not doing anything different. It’s just the creation of an invoice. Yeah, I've been doing that for all those years and the address has populated perfectly!

This is almost surely something that came out of an update. It'll soon disappear with another update, hopefully. I usually smile at the updates because when I read what's fixed and so forth, it's never any of the stuff that I have!


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ike1562

> @billslc said:
> Customer addresses no longer show up on invoices since about a week ago. What changed? I see a previous discussion on this subject but it has been closed. What was resolved?

Okay, I found out some things. Open the Address Book > Customer with this problem > Edit > Format (near bottom left) and look to see if the box "Use first 5 lines of notes instead of address" is check marked. Uncheck it.

I don't know how 3 of my customers got that checked but they were. It will show whatever is typed into the "notes" field on the Misc tab. I had a job name in there somehow on one of mine and it was populating that into the "Bill To" field. If there's nothing in "notes" then that's what you'll see in the "Bill To" field, nothing!