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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

335 votes

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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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  • Patrice Goodman commented  ·   ·  Report

    PLEASE, can we have this feature? I'm very close to moving to MYOB. I don't understand why they haven't made it a standard feature yet.

  • Tasha Manoharan commented  ·   ·  Report

    This idea was requested 8 years ago!!!! What is happening Xero??

  • Allister Rose commented  ·   ·  Report

    I definitely need this to make my admin easier, I'm very surprised you don't have it already

  • Paul Crapper commented  ·   ·  Report

    I'm so surprised this is not a standard function already.

  • Dave Parkin commented  ·   ·  Report

    Wow. Surprised this isn't a feature. Also surprised by how many people have been asking for it and for how long. I've only been using Xero for a few weeks, but this would be a very welcome feature!

  • Alan Grech commented  ·   ·  Report

    especially when connected to an online portal, it's very useful to have it automated.

  • Leigh Spencer commented  ·   ·  Report

    I VOTE FOR THIS - $19/month for the zapier premium is not a good option when it should be automatic...

  • Rob Allan commented  ·   ·  Report

    Just adding my 10c worth on this one. Either an automated send, a button to enable you to send or a pop up screen to send.
    The workflow otherwise is not good as you cant easily see your "reconciliation history"

  • Marmoset Accounts commented  ·   ·  Report

    Hi there Xero users and friends.
    Clearly the product team are ignoring this thread, so I have asked that the issue is escalated to the CEO for action.

  • Mark Purcell commented  ·   ·  Report

    Dozens and dozens of comments from users wanting this feature and no feedback from Xero.

    Community forums like this only work if you engage Xero, otherwise they turn into a negative for your brand.

    Xero, please engage...

  • Melissa Matthews commented  ·   ·  Report

    This was a feature of Stripe that I love and can't believe now that I had added Xero to my process, I have actually lost this feature. Hopefully Xero will soon add.

  • Shanielle Quinton commented  ·   ·  Report

    Every client of ours requires receipts for payment to provide evidence of payment. There should be an automatic option to send receipts when payment and invoice are reconciled as per Katie Shaw and Hailey Lawrie

  • Lucy Bell commented  ·   ·  Report

    As a small charity that has a tonne of donations and only one set of hands, this would be game changing for me

  • Brie Jurss commented  ·   ·  Report

    Please make this happen! And also with their receipt attached.

  • David Cox commented  ·   ·  Report

    I’m having to spend $19/month for Zapier for the pro Xero API to make an automation to receive these notifications of payments received. If Zapier can currently do this with the Xero API, I don’t understand why this can’t be enabled natively in Xero. This is ridiculous

  • David Small commented  ·   ·  Report

    This should be a basic feature...what on earth have they been doing for the last 7 years since it was first raised?!

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