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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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.
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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?