DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

One Company with Two Trading Names - Quotes and Invoices


#1

I have one company with two trading names. I would like to be able to quote using the correct logo / website details relevant to the business name generating the quote. I cannot see an option to do this. I am happy with tracking codes for expenses and profits, but having two “brands” doesn’t seem to be possible?


#2

For invoices yes, because you can have multiple “view” templates.

See: http://www.manager.io/guides/miscellaneous/customising-invoices/

For quotes not yet, because View Templates don’t support them. It should be supported by end of this month though.


#3

That’s an awful lot of work to simply have a different company name and logo.
Is there going to be a settings option for this sort of thing?

If not, you will at least need to provide some sort of primer to using this that would allow anyone to do this. I don’t believe that I’m the only one operating two trading names in one business.


Company with 2 trading names
#4

But how do you create two templates with two different logos when the Business Logo setting only allows for one logo?

Also where can I find help on customising invoices? - the link in your Mar 5 reply doesn’t work.