New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
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Marc Bernstein commented
We also have different trading names under the same entity, and this change (that took us totally by surprise) confuses the hxxx out of our different customer groups. Please please please, Xero, fix this ASAP !!! Otherwise we may have to change accounting systems, as this is a real no-go. Thnak you !!!!
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Tegan Bond commented
Totally agree! Or even make this 'bold legal name' field an editable 'business name' field of a business name in the email set up for sending invoices so you can allocate what you wish this to say. Perhaps have a drop down list of the trading names used within the Xero platform to choose from?? in the email template settings.
A custom email or invoice needs to be just that - custom and be able to be customised and currently we no longer have that option. I have been advised my only options are to go back to sending emails manually or change the legal trading name each time I need to send from a specific trading business under the main company. Neither of these scenarios are great.
I did enquire if we can remove this legal trading name html field from our platforms' backend email template however the Xero support were not keen to explore this idea.
The idea for this change was okay but not a lot of thought of consultation was made before it happened. If you take a look now at my emails, I outline to the client 3 times within the new template that they have an invoice due and for how much. It is stated it in the email subject line and the body of the email but now I have a big bold headings at the top of the email which is a bit too much. Kind of like writing in capitals when you want to shout at someone....... not how I like to treat my clients as they are wonderful.
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Ed Eikelboom commented
The company name for Xero invoice reminders is pulled from the legal/trading name in the organisation settings. However, the legal name is not the name that our clients know us as. When they get reminders, the reminders come from the legal name and that is confusing. I would like the reminders to be pulled from another field that contains the business trading name. The issue arises becasue the legal name is required to be entered into the legal name field if we want to use eInvoicing.
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Accounts & Admin commented
So frustrating that Xero made these changes which were not needed and can't be removed. I've emailed support and they had nothing better to say than share your thoughts on our customer feedback page, which is a complete waste of time as Xero staff either don't bother reading the posts or don't listen, not sure which but never seen them actively fix anything that customers complain about in the forums.
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Elliza Robertson commented
On the invoice emails, the ability to change the name of the business outside of the trading name. Under the new system, all emails are headed with the Organisation Trading Name found in Organisation settings, regardless of the invoice template/brand selected. When 2 trading names are under the same company, it is necessary to be able to send accurately branded invoice emails for both trading names from the same account. The old system did not have this issue, although the ability to add more than one trading name in Organisation settings and select the appropriate email header would also fix the problem.