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.
Kim Brodie
shared this idea
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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.
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Brady Kendall
commented
Pretty poor to make this change without advising customers. I operate two Trading As busineses under on Family Trust. This is unacceptable. Please change back to how it was or give option to not show on emails
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Dana Dopleach
commented
We manage the distribution & invoicing for one of our clients under their brand and can't have our personal brand showing on their invoices. This is a major issue.
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Lisa Jennings
commented
Remove or option to not display Legal Name on invoice emails. We trade as a Pty Ltd. Our legal name is a family trust - a change has been made recently whereby this is now being displayed on the invoice emails. Please give us the option to revert to how the email previously displayed.