Print Customer's Name on Transaction Forms when Auto-Generated Number is Enabled

When Auto-generated Numbers feature is enabled on customer entity, the Customer ID is printed on transaction forms instead of the name of customer.

To print the actual name of the customer on transactions forms when auto-generated numbers is enabled, perform the following steps:

     1. Navigate to Customization > Forms > Transaction Forms.
     
     2. Edit the preferred form for the transaction (e.g. Invoice).
     
     3. Locate the PDF Layout field. Take note of the layout selected on this field.
     
     4. Navigate to Customization > Forms > Transaction Form PDF Layouts.
     
     5. Edit the PDF Layout selected in Step 3.
     
     6. Click the Customer element field.
     
     7. In the Editor, take note of the value set in the following fields:

• Width Size
• Height Size
• Top Position
• Left Position
• Font Style and Font Size set in the Element Label
• Font Style and Font Size set in the Element Data Style

     8. Set the Width and Height to zero (0).
     
     9. Click Add Custom Element.
     
     10 . In the Add Element window, set the following:

• Element Name: Customer
• Element Text:  {customer.companyname}
• Wrap Text is checked
• Show Label is checked

     11. Click OK.
     
     12. Click the custom element field.
     
     13. Use the settings copied in Step 7. Add the following:

• Under Element Label Style, check Use Label Coloring
• Under Additional Options, check Show on Addl. Pages

     14. Click Save.