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Luke Armstrong is absolutely correct this is obviously a huge issue for Xero users especially those who have more than one business operating. When will Xero respond? We need a solution, or we might as well stop using Xero.

This is of crucial importance to us also.

This should be easily adjustable in Organization settings or at least using invoice templates. Why is it not an option?

@ Lukas White
“The recommendation from your specialists to do our invoices outside of Xero or swap the trading name every time we send an invoice…”

@ Jake Silver
“Or is the only work around to download invoices and email them separately from Xero?”

I mean at this point if they are recommending we are creating/sending invoices outside of Xero then why are we using Xero?

These ongoing long term unfixed issues and the Classic/New Invoicing debacle are having me seriously considering my future with Xero.

We are experiencing this issue as well, main legal entity showing up on the Trading Names invoicing despite setting up invoicing themes.

Is there any update from Xero on including this? Or is the only work around to download invoices and email them separately from Xero? Which will mean that we would also need to turn off the email reminders for outstanding invoices, is that correct?
Thanks

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Hi Rob, thanks for flagging the other issue - good to know.

In regard to this post, the issue we are awaiting resolution to is a change made to Classic invoicing in February, before New Invoicing even rolled out. So switching back to Classic doesn't help us as Xero's change was in Classic and not subsequently been fixed with the New Invoicing.

Hi Kim,

If it was added before the new invoicing, then why does using Classic Invoicing not have the name in it?

I think theres two issues, one is this where changing the name vs the one in this post: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48072506-email-templates-remove-the-organisation-name

We use two business names, one ABN. Depending on who is invoiced depends which registered Business Name is used. Using new invoicing, it will have the logo for business 2, with business ones trading name.

Hi everyone, an update on this issue. I checked in with Xero and this issue is not on the list of items they are currently working or in the category of 'will be working on next' which is very disappointing.

There are a lot of issues with the new invoicing which are in line to be fixed (some of which used to work before) and these have been given priority. However, despite our issue being something that also used to work previously, it has so far not made the future work list.

Note that our issue was created by a change in February this year BEFORE the new invoicing came in. I have asked for it to be escalated but a resolution could be a long while coming.

I’d like to expand upon this a bit for my personal requirement and consideration.

There is the ability to “theme” invoices and other content, which I’m using to distinguish my main brand (legal trading entity), and also created a secondary theme for a brand that is a “trading as” entity.

The Trading As config for the organisation is singular, and shown on all invoices. In my case I do not want this shown (or configurable) on the “trading as” branded themed documents.

Agree with all the comments. I am new to Xero and cannot believe the state of this. It should be easy to implement.

Unbelievable this feature isn't already included and hasn't been added since people started flagging it. Get on to it Xero!

We are running 2 different businesses in Xero
is there a way when you change the branding theme on a invoice or quote to be able to change the default email address and the default email templates without having to go into organisation settings and templates and email addresses each time we need to send an email from a different company? We really need this fixed as it is so time consuming.

I have been keeping myself updated with this thread, and there are obviously a lot of businesses that are speaking out about this error, so I can only wish that Xero will notice this and not terminate the old/classic invoicing.

This has been an ongoing issue that is still not resolved since February 2024, all I can do at this point is continuously follow up, in hopes that they can find a solution as soon as possible.

100% agree with all the comments.

It is very frustrating and highly unprofessional to be sending out emails with 2 business names on it.
Like many others, we have 2 business names, 2 logos, 2 sets of email templates and clients in both businesses or only one. Very confusing to clients to receive emails with both names.

The notion of changing the legal name each time is NOT an option that we can do.
The idea of downloading everything first in the second business and then sending from an external email account is, as others have said, a great time waster which we don't have the time to do.

This needs to be addressed urgently!

We factor invoices and the change to this template has caused us a lot of issues, as soon as we pay the invoice via the factoring account the amount due shows as Zero even though the customer hasn't paid the factors yet rendering reminder emails and overdue emails useless as the say 0.00 is due

100% agree! We have 3 divisions within the one business (Building, Painting, Joinery) with Building Name being the Legal name and this has confused alot of Painting and Joinery clients.
I understand upgrading things as time changes but upgrade them not remove features that have worked perfectly fine for years!

I have read all the comments and it seems that this has been an ongoing issue that is still not resolved since February 2024.

This error has never occurred to us when we were using the old invoicing, and the Xero Support's suggestion of manually changing the name each time we send an invoice is inconvenient and a waste of time since we use two different logos and names for our two businesses.

The new xero invoicing should've made the system much easier to use, but looks like it didn't.

We have no choice but to switch to the classic invoicing for now as a quick fix, and hope that this error is resolved before the classic invoicing retires (or might as well not retire it).

Like many others it seems, I agree that the parent company should not appear boldly on emails, and should indeed be an option to include this or not. It makes our trading companies look very unprofessional, as the parent company is not associated with the trading names we have under its umbrella.

Dear Xero, Given Branding has been a feature (we've used for 12 years) we have always traded under our legal trading names that are registered to our legal business name (these are not the same thing).

We have multiple brands, with multiple legal trading names, which is why the Branding of the Invoices (that works perfectly) is an essential feature for us. This is not a hard technical fix for your tech team, it simply should not be shown on emails at all per previous.

The recommendation from your specialists to do our invoices outside of Xero or swap the trading name every time we send an invoice (from our 8 brands) seems like the hard work has been pushed to your users, rather than your techs who have broken what didn't need fixing.

As it has been a known issue since February, we will assume seeking an alternative invoicing system is your default direction as there is no real urgency to resolve this.

This should absolutely be an OPTION to include or NOT include. preferably the latter. Please let us know when this will be fixed