Adding trading name to invoices and receipts
Hi, When a customer receives an invoice or a payment receipt from us, we can edit the email text, but the problem we have is that the top part of the email lists our Company Name but not our Trad...
Forum Discussion
Hi Princess,
I think you misunderstand where I want to update.
I've set templates up that appear as PDFs attached to the emails for invoices, but I want to change the email business / trading name.
Hi daniel_bcd,
Thanks for clarifying, from what you’ve shown, you’re referring to the business name that appears in the invoice email itself, not the PDF form/template.
At the moment, that name is tied to the business/company name used for the invoice email, so there isn’t a separate setting to show a different trading name only in that “from” section. The current workaround would be to update the business name in your settings, but I understand that may not suit if you need to keep the legal/company file name unchanged.
If having a separate trading name shown there would help, I’d recommend adding it to the Ideas board so our product team can review it as a feature request.
Regards,
Genreve
