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'Invoicing - Payment link takes customer to Organization Name & Address that can differ from the Branding Theme' has been merged into this idea

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Email templates - Remove the organisation name

As you’ve found, right now it’s not possible to only show the organisations logo or to remove the organisation name from the email. This would help in customizing what is shown to recipients/clients.

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Luc Vanderham shared this idea  ·   ·  Report…  ·  Admin →
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  • Jacqueline Bailey commented  ·   ·  Report

    Hi Kelly, thanks for your reply however it doesn't answer the query... Whilst it's possible to have different companies details and logos on templates, all this is pointless if the email header is fixed to the creating 'Organisation', which it currently is. All that is needed is for this static information to be removed as it's either a duplication or conflicts with what's on the template. As this is an email header, I can't see any relevant 'Legal' requirement for the 'main' organisation name to be present.

  • Jacqueline Bailey commented  ·   ·  Report

    I find Zero very flexible however including the 'organisation' name is both restrictive and unnecessary on emails. We can't keep changing the organisation details to invoice from each identity. I have a trading company but several subsidiary 'companies' that are client facing. Being unable to directly send emails for all the selling companies is a waste of effort when the simple answer is to remove the organisation name from email headings. This works because I can already add as many difference email addresses covering the sellers which coupled with the assorted templates is all that is needed to be identified by the recipient.

    This is a quick win Xero!

  • Jen Paul commented  ·   ·  Report

    Can this please be fixed before we are forced to switch from classic invoicing? It it critical that we have the organisation name removed from the invoice email. We operate under several different trading names and cannot have the wrong business name going out on our invoicing emails. PLEASE sort this out ASAP!

  • Owen Lampe commented  ·   ·  Report

    I like this idea myself.
    I have a parent company with two divisions both with different trading names. It's unpleasant that i cant hide or change the Organisation name from one branding theme to another.

  • Fiona Atkins commented  ·   ·  Report

    If it is a requirement to have the legal/trading name listed on the email template, can this be made much smaller and placed at the bottom so that it doesn't over power the logo of the correct business name that is being used?

  • Chris Bricker commented  ·   ·  Report

    Recent changes have gutted our ability to operate under two distinct business names (Branding) under the same Xero account. Our Xero organization name and address is now included by default (and without the option to hide it) on Invoice emails *and* on Payment acceptance links. This was previously not the case.

    This completely breaks branding for us, and I'm not quite sure why this change was made. What is the point of having branding at all of we can't control what organization details are provided to the customer? Support suggested I open another Xero account. That's not an option - we operate under a single set of books.

    I've included screenshots of the issue. Fortunately Purchase Orders have not (yet) been affected by this issue. Invoice templates seem to be fine - but the payment links within them take the customer to a page that includes off-branding details. And the wrapper around the email template includes default organization details that we don't want.

    This is a breaking change for us. Please upvote if you've also been frustrated by this change.

  • Jamie Meyer commented  ·   ·  Report

    Hello Kelly,
    In my case, I am aware of this and have the Legal/Trading Name in the Organisation Settings completed as per my legal obligations. However, for two reasons not being able to remove the Legal/Trading Name on an Invoice email is a problem;

    1. As I work internationally, I have more than one Trading Name and Clients do not need to see all of them, only the one relevant to them.

    2. The Email Logo matches the Invoice Template that is being utilised which already states the Trading Name applicable.
    When the preceding line is then the Legal/Trading Name this demonstrates more names than the logo entails.