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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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  • Dawn Jeffery commented  ·   ·  Report

    Come on team, your amazing, you can do this surely!?

  • Kevin Dunshea commented  ·   ·  Report

    As with many of these comments...
    I assumed this was the standard and was surprised to hear my clients weren't getting an emailed receipt.

  • David Cox commented  ·   ·  Report

    This would be extremely useful, I am very surprised this feature is not native to the application. Hopefully the dev team could take this up and it would be a relatively easy and fast solution to implement.

  • Bryce Adams commented  ·   ·  Report

    Aww c'mon guys don't be so ******* Xero. It's only been seven years and they only have 4,500+ staff. Take it easy on them will ya?

  • Nick Putman commented  ·   ·  Report

    Please implement a basic feature to automatically send receipt to contacts when their payments for invoices are reconciled. Thanks.

  • Olivia Ascenzo commented  ·   ·  Report

    A timesaver which would make running of a business much more efficient and effective. It's very time consuming having to go into each paid invoive, select receipt send off, etc. Would be a great feature to add!

  • Kat Child commented  ·   ·  Report

    this would save so much time.

    Even if we could tick the payments in the transaction list and send bulk receipts from there

  • John McGauran commented  ·   ·  Report

    This is so easy to setup automatically, so disappointing they don't have it

  • Nathan Kitchen commented  ·   ·  Report

    How on Earth has this been raised over 7 years ago and not been rectified?

    Are we aware that this is accounting software and receipt notifications are usually requested by clients?

    Any idea when we can see this Xero Support???

  • Magnus Hammar commented  ·   ·  Report

    We're probably going to move away from Xero before they get this feature in place. Taking forever.

  • Cass Moore commented  ·   ·  Report

    Option to turn on - Auto send receipts when reconciled
    Option to turn on - Auto send remittance when payments reconciled

    As soon as possible please - will save hrs per week!
    This is a necessary everday process.

  • matt simpson commented  ·   ·  Report

    This is nuts it is not available feature, it's basic bread and butter.... email the customer a receipted invoice when the transaction is complete. Come on xero!

  • Katherine Burnby commented  ·   ·  Report

    Toggle to send a thank you note that can be simply customised for example to include a link to leave a google review - like they do already in Zoho (we really miss this feature)

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