My trading name, Wine Radar, is not the same as my company name, Virtual CIO Pty Ltd.
So when my new Wine Radar customers get an email with an invoice from my company name, Virtual CIO Pty Ltd, it confuses them, and sometimes they ignore it.
How do I fix this?
Hi peterga,
You can tweak your invoice template to flash your trading name, like "Wine Radar," instead of—or alongside—your company name, "Virtual CIO Pty Ltd." This way, your customers know exactly who they're dealing with, no mix-ups. Detailed steps to customize invoice templates can be found on this link.
Cheers,
Princess
