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1. Email templates - Remove the organisation name

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   4 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, the organisation name and logo shown on the invoice email is taken from the organisations details page. You can add your organisations logo on this page which will appear on emails sent from your organisation. 

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   Jamie Meyer commented  ·  06 August, 2024  ·  Edit…  ·  delete…

   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.

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   Jamie Meyer supported this idea  ·  06 August, 2024