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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Julienne Ramos commented
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.
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Sussan Anderson commented
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!
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Michael Walsh commented
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
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Jordyn Snowling commented
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! -
Julienne Ramos commented
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).
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Alana Thomas commented
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.
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Lukas White commented
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.
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John Healy commented
This should absolutely be an OPTION to include or NOT include. preferably the latter. Please let us know when this will be fixed
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Angelo Rodriguez commented
This is terrible - we have quite a long trading trust name and looks very unprofessional. Please just stick to displaying the trading name and not the the entire trading trust company and trustee names for a trading trust which looks terrible.
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Anne-Maree Harback commented
This is incredibly annoying - it requires us to download the invoice, then send via our email system the invoice to the customer. Its added time and complexity to something that used to be simple
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Kim Brodie commented
I've just checked on the timing for a resolution to this issue which has caused a problem to all these businesses but nothing was advised. We will need to wait for more people's businesses to be affected to make it up the priority list by the looks.
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Kylie Brockwell commented
This seems to be more of a bug in the new invoicing system than a product idea - something that shouldn't have been changed.
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Valerie Pokorny commented
I second this request! Prefer that we have the option of showing logo only or logo with trading name.
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Emily McRorie commented
Agree with all on this fix.
We operate with 2 business names, and it looks silly when invoices are expected to come from one name, and the other name appears at the top of the invoice email with the other name. -
Sarah Phillips commented
This is such an unnecessary and frustrating change! I operate two businesses under one company name. This was not an issue previously, and running two themes worked fine. Xero suggested changing my legal name every time I send an invoice (ridiculous) or use an external email to send invoices. My response is below.
Having read the thread it looks like multiple users have the same frustration with this change. I have customers querying whether my invoices are legitimate because of the differing business name displayed in a very large bold font at the top of the invoice. Changing the legal name every time I create an invoice is not a suitable solution, nor is sending emails externally because this does not allow my customer to "Accept" the quote in real time. Having already tried this workaround, I now have customers reporting my invoices are ending up in their junk mail. I will share my thoughts to the thread and hope this issue is resolved soon.
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Kaitlin Radstaak commented
I am experiencing the same issue and got told to come here as there still isn't a fix. We have two Trading Names under the one Organisation in Xero. I have setup different email templates and logos. However, the massive ugly heading in the email now doesn't match one template as you cannot change this or update for a different Trading Name. Please update this Xero, it's ugly and doesn't work in the real world for businesses who have multiple or different trading names compared to the legal business name.
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Jeffrey Fulkerson commented
I just switched to Xero and this has caused a huge issue as many of my clients thought my invoices were a scam because the name didn't match my logo. Why can't we choose to use the trading name instead of the legal name, just on the emails?
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Angelika Hinz commented
I am facing a similar problem. As the old invoice version never showed the legal name I would appreciate to have the choice of displaying it or not. Sole traders like myself who offer more than one service but want to keep it professional now have the problem that we cannot seperate our services because it only shows the trading name and not the service names.
Or if it is to hard to create options on this remove it entirely and leave the option out the same it has been in the old invoicing. -
Rydgeview Contracting Limited commented
This needs to be removed from the emails, and a complete nightmare for companies who have different trading names! Very confusing for our customers
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Kim Brodie commented
Despite all of these businesses and likely more being affected by this change that Xero has made when it wasn't an issue before, it appears that we are not a priority as yet. Refer the reply I got in regard to timing of this, which does not tell us anything:
We’re sorry you feel this way, but can assure you we're listening to your suggestions as we're committed to improving Xero for all users.
We receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team.
A rarely submitted feature request might be superb and very valuable but may be competing against a common request that may be perceived to be less valuable. We do try to take all elements into consideration.
The reason we don't make our Development Plan public is so that we can retain flexibility regarding features included in releases. We do mention some planned features on our blog, but as others are more susceptible to change, we'd rather under-promise and over-deliver than vice versa.
We really hope you understand the complexities involved and don't feel we're ignoring you even
though the features you've requested aren't immediately included. We also hope you continue
to submit your feedback, suggestions, frustrations and comments as this really does help us to
improve Xero.
Thank you again for your feedback.