I’ve just started using Coconut invoicing now Wave are winding down their ability to take card payments, and overall I’ve been really impressed about how easy it was. Other than being able to send recurring invoices (which I know has its own thread) the only thing that is making it really difficult for me is my stupid name. I’m officially a Kathryn but literally nobody ever calls me that, but because that’s the legal name on my account, that’s what the sender shows up as on the invoice to clients.
I was worried it would confuse clients, and then I decided I was probably over-thinking it, but then literally the next day a client rang me and the first thing she said was how she was confused by the invoice and didn’t know what to call me I also obviously want to make sure clients can easily find my invoice and if they search for “Katy” then I’m guessing it won’t come up.
There is already a “preferred first name” field in the Personal Profile which I’ve set as Katy, so it would be amazing if this was reflected in the invoice email that was sent too.
I tried doing a workaround by sharing the invoice with myself before sending to the client but then it wouldn’t let me skip sending the invoice. I do want the client’s email to be on the invoice and I’d definitely prefer to send from the app if you can change the sender name