Hi everyone,

I’m trying to understand how the Company Name field is actually used in Zoho Books.

There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t seem to appear anywhere. From my conversations with support, it sounds like the Company Name can only be included in PDF forms by customizing the address format, and there’s currently no way to display or customize it in the standard UI view.

Before I assume that’s the case, I wanted to ask: does the Company Name field show up anywhere in the Zoho Books interface outside of PDF documents (for example, on transaction screens, lists, or other views)?

Thanks in advance for any insight!

Sonny Jelinek
Jelinek Cork Group
www.jelinek.com