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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

Ability to send an automated 'Payment received with thanks' email to the customer

Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

As we embark work on the Account Transactions tab we'll be able to revisit and review ideas for some improvement, and will keep you updated of any change.

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  • Antoinette WILLIAMS commented  ·   ·  Report

    When you do get around to automating receipts. To ensure only the right transactions get receipts. It could be part of the reconcile tab. So a tick box on the matched transactions before pressing OK to rec. Ticked means send receipt for payment amount matching the rec. and no tick means send no receipt.

    Also / Or

    You could choose to turn receipts ON or Off on rec'd transaction payments on the invoice itself in the same way we currently choose to have invoice reminders set as on or off

  • Angela Nicol commented  ·   ·  Report

    Can this be looked it - it would save so much time!

  • Lauren Short commented  ·   ·  Report

    I agree! From a small business perspective, we need all the automation we can get so we can use our time efficiently. Not manually entering transaction records to send a receipt.

  • Thomas Hoi commented  ·   ·  Report

    Daniel Askey-Doran - Yes, you need an automation app to do that. You can get it for free in the video description box.

  • Mr Sol commented  ·   ·  Report

    Wow - 7 years waiting..... How many price increases did we get ;-)

    We really need automated receipts.... thanks. These should be turn on / off options in our settings, so for example, we only send these when someone pays with credit card.

  • Thomas Hoi commented  ·   ·  Report

    I managed to automate the sending of payment receipt after client payment has been reconciled. I detailed the steps in this video https://youtu.be/HSVpkXxQZwM

    Let me know if you have problems implementing this in your account, will be glad to help.

  • Robert Ellis commented  ·   ·  Report

    This action / flow needs to occure upon receiving a payment and posting that to an invoice not during the reconciliation process.

  • Elina Aniston commented  ·   ·  Report

    How is it possible that a critical issue has been raised since 2015 and Xero has not done anything about it. Any, I mean, any payment receiving software has an automated feature to send payment receipts. Xero has the feature but it is manual. Please add an automation to it! Thank you.

  • Paul Kibble commented  ·   ·  Report

    It’s a pretty basic option. Surprised that it’s not a standard option. Can’t believe that we have to go through all of this rubbish to get it done.

  • Boutros Jeitani commented  ·   ·  Report

    Why is this not implemented yet XERO. Please add this as an option as it should be standard!

  • Dean Wilson commented  ·   ·  Report

    We have implemented for our own internal use. (We built an application that connects through API). We can send invoices, statements and payment receipts from our company domain.

    Would anyone be interested in this as a service bolted onto Xero?

    Feature set envisioned:
    - Send from multiple email accounts on the same domain (i.e., company.com)
    - Send invoice
    - Send statement
    - Send invoice payment receipt (customer paid invoice)
    - Send payment notice to vendor with line-item detail in CSV file of payment sent (works great for printed checks with more than 9 lines of detail on check stub)
    - Optional email address verification service to minimize bounced messages
    - We would tie into your email server/service via security configuration

    Thoughts?

    If you contact me, please let me know what you would consider a reasonable price for this service in US Dollars.
    please contact me at za6kvwr8@duck.com (email address protected)

  • Jess Mungoven commented  ·   ·  Report

    I just want to be able to send a customer a receipt from the reconciliation page, a lot of our domestic customers want a receipt and I just want it to be easier!

  • David Baker commented  ·   ·  Report

    Basically, their response from March says they aren't going to do it.

    Really sad.

  • Mary-Anne van Adrichem commented  ·   ·  Report

    This feature is desperately needed. As someone posted on one of the query threads - it takes 7 mouse clicks to send a receipt. We have a majority of members who need a receipt to claim back from their government funded package. As a SME every automation we can incorporate is critical to the success of scaleability and staff time.

  • Victoria Fairweather commented  ·   ·  Report

    This is standard business practice, why this cannot be automated in 2023 is beyond belief.

  • David Baker commented  ·   ·  Report

    The Australian Government requires a receipt for anything over $75. If you are based in A/NZ you should know this. Why can't this be simpler to do or allow us to automate it.

    The current process is too long, but we are forced to do it to comply with the law.

    Also, to clarify, I'm not saying to have a minimum, but an all option or easier.

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