<aside> 👉🏼 Subscript allows you to configure different display names for customers and products. This can be required for legal, contractual or even clarity reasons.

</aside>

Customers

To have the bill-to name in your invoices for a specific customer to be different from the customer name, all you have to do is create a metadata field in the customer called Billing Customer Name. All invoices generated for this customer will use this name, instead of the customer name. To do that, follow the steps below:

1. Go to Customers
2. Search the customer you want to apply this change
3. In the Metadata panel in the left, look for Billing Customer Name; if it doesn’t exist yet, click + and create this field
4. Enter the name you’d like to see in the invoice bill-to field > click Create <customer name> > Yes, create

Your invoices for this customer will take that into account, and print this name instead.

You don’t have to set this for all your customers. If this field is not filled, Subscript will automatically pull the customer name in the bill-to field.

<aside> 🧩 In case your customers’ legal name / bill-to name is present in your CRM, we can have that mapped for you automatically. Please contact our Data Solutions team to learn more about that.

</aside>

<aside> ⚠️ Note that this is different from these other two scenarios, where the customer record (not only the name) with which the invoice will be associated is different:

• Billing To Separate Entities
• Parent + Child invoice schedules </aside>

Products

Products can also have a different display name for invoices. Some scenarios where this may be desirable:

1. Let’s say you have multiple products you want to keep track separately for metrics / analysis reasons, but want your customers only to see the base name.
2. Or you have different product names depending on the country or tier, and want your customers to not see that detail in your invoices.
3. Or the other way around: you want to provide extra detail in your invoices as the product name, but in Subscript for your reports you want to keep this shorter.

Whatever your reason is, this can be done using the Display Name field in your products, which you can configure under Settings > Products: