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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Carolyn Eyre-Walker commented
It looks awful, and I have 2 businesses operating under the my company name...I don't want to have a bold title at the top of every single invoice, as this is not relevant to both businesses.
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Patrick Gould commented
It looks ugly. Why are you dictating how we communicate with our customers? Give us the option to change it.
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Barbara Steele commented
The current design header on emails makes my invoice look like a SCAM invoice.
After carefully designing custom invoice templates etc, it looks so unprofessional and not onboard with my other branding. It should at least be able to be edited, regarding font, colour, bold etc. Best case outcome, I would like to have the option of removing it entirely. -
Jasmina Nesic commented
Can the Trading name (pulled from organisation details) not be shown on emailed invoices. Client has two businesses under one ABN.
Australian Titans & Pet Imports.
Currently 'Australian Titans' (name of entity) is showing under the 'Pet Import' logo. Attched examples..
When is there an ETA for this issue to be fixed? -
Jen Heath commented
I can only further agree with the existing comments. As a start, I cannot believe that the Organisation Settings even have a field that is called 'legal / trading name' given that legal name and trading name are two completely separate things.
Someone in the Dev team has decided to draw on this thinking it's a 'trading name' when for various requirements, the entity's legal name does have to be in this field, and as a result this is causing major issues.
Surely the simple fix, which is required immediately, would just be deleting this legal name header from the top of the e-mail template entirely (given we can't edit it in any way) and only reinstating it when it is either editable or when the organisation settings are flexible enough to allow for multiple trading names.
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Alistair Eldred commented
This change to prominently display the legal organisation name in email headers is a nightmare for businesses operating under different trading names.
The new dimension Xero has overlooked is how this impacts companies running multiple brands under one Xero org. We're now stuck sending inconsistent branding to different client groups because there's no way for the email header to match the appropriate trading name on the invoice itself.
Xero needs to give us flexibility to either remove the organization name from the header entirely or allow customisation so the header displays the right trading name. Consistent and accurate branding is make or break for businesses like ours. This change has made that extremely difficult if not impossible.
I really hope the Xero team makes resolving this a priority for all the organisations feeling the negative impacts. Branding is too crucial to get wrong.
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Wolf-Dieter Schubert commented
Please change. For us the legal and trading name are the same. So the name is repeated in different font sizes. It looks tacky. Can users not be given the option of switching off one or the other.
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Wolf-Dieter Schubert commented
I agree. The current design is quite unprofessional.
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Josh Moore commented
Totally agree with the need for this! There is another request very similar to this, asking for the trading name to be shown instead of the legal name. You can vote for it here: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47771597-new-invoicing-when-sending-show-organisation-s-t
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Lisa Lenne commented
When there are 2 businesses run from within the Xero organisation (Trust) all settings are set for Branding themes, however the customised email to client when opened shows the Organisation name as well as the Invoice Trading Name. This is super confusing and the organisation name is the name that imports to their accounting records, not the Trading name on the Invoice.
Have requested previously and again today asked to put it here by support as there is no fix.
I fear I will be retired when this eventually gets looked at as I have now been dealing with this for 11 years! -
Luke Armstrong commented
I have set up a custom email template for email invoices but new invoicing has altered it and includes our organization name instead of using my email template.
This has caused confusion with customers as the Company and trading as Business names are different. At least if I customize a template it should show my chosen name, but looks like new invoicing overwrites that altogether!
Please do not retire Classic invoicing until new invoicing is fit for purpose. -
Alex Crook commented
is there a fix for this yet?
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Kim Brodie commented
This is still causing issues and we need to have a resolution on this. Those who have commented here will not be the only ones affected, as many companies have trading names. When can we expect a change here?
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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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Valentini Korovesi commented
With the new changes I have a major problem. I operate with two totally different business names under one company. Please change back to how it was or give us the option to choose what legal/trading name we want to show on emails
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JAMES PAULSON commented
We operate under different DBA's, and when reporting 1099's or when other businesses request a w-9, the confusion continues because we are unable to take away the name of our account on xero from an email. Seems like such a simple option to be able to edit when customizing an email template, how is this not possible? Very frustrating.
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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.