Add company name on invoice
complete
Kate McFall
I would like to be able to add my company name to the top of the invoice that my clients receive. At the moment it shows a random series of numbers and letters as our organization ID and does not look very professional.
D
David Lamoureux (Product Support Analyst)
complete
I am happy to announce this feature is now complete!
Please note: this is only available with LIVE purchases at this time, not TEST purchases. We are in discussion for making this work for test purchases as well.
Aleksandr Karapetyan
This is much required, to comply by law and to make correct invoice details. hope it'll be implemented very soon!
D
David Lamoureux (Product Support Analyst)
Merged in a post:
creating a custm reciept
kenneth nielsen
with my tax id, and company name, and sales taxes
Paul Hebert
I am encountering the same issue as well as for the invoice not displaying the correct company contact information.
The attached file:
invoice-1.jpg
outlines the areas in question.
The displayed customer number is gibberish to me and does not provide a my organization in a professional light to my clients. This is unacceptable.
The email and website information is populating the contact information from the main workspace of my CF 2.0 account. I have two workspaces set up. The information that should be displaying in this invoice should be from the Time Enforcers workspace, not the PFA Marketing workspace.
The attached file:
TE2024-1178.jpg
displays the information from the Time Enforcers workspace as it should appear.
I was able to correct the information displayed in this version of the invoice by editing the original invoice generated through Click Funnels in Acrobat Pro.
A nice-to-have functionality would be to be able to brand the company name with my organization's fonts and graphics.
Thank you for prioritizing and speedily correcting the issues outlined in this request.
D
David Lamoureux (Product Support Analyst)
under review
Braden Chase
I just lost a $1000 client because the invoice had a string of numbers and letters instead of the name of the company and some details. Looks very unprofessional.
Sara Joban
I definitely agree with Braden Chase, when someone decides to trust us as professional every step until they validate their payment must look professional, personalized and comforting for the credibility we have.
I lot of people (especially in France, where the Internet habits are later than in the USA), are still afraid to pay online, so everything in the process must proove it is still us operating behind their screen and behind the automatisations.
Thanks for your help for personalizing the invoice.
Alex B
Merged in a post:
Update physical invoice content
Daniel Vierra
I need to add my company name to the invoice in place of the string of numbers and letters that is the default value generated by the system. Also, the customer # is a long string of letters and numbers. It would be great if the customer number would be much shorter and easier to read. Ultimately, I would like to send a physical invoice or receipt with my physical products.
Vlastimil Cícha
I vote for the same feature to be able to show on the invoice the Business name instead of the Organization ID.