Skip to content
← For small businesses

Enter your idea

For small businesses: Settings & user roles

Categories

(thinking…)

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

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Sue Stokes commented  ·   ·  Report

    Is this available - if it isn't I would like to vote that it is added to Xero as it would a huge help to our business especially as it takes you out of the invoice once you allocate a payment. So in order to send anything to confirm payment you have to go back into the invoice - send an email and advise invoice paid. There must be a way for this to be automated? Please advise. Thank you.

  • Kate Clement commented  ·   ·  Report

    always being asked whether payment has been received. Sometimes circa 30 emails per week. This is a must for it to be automated once reconciled.

  • Katie Shaw 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.

  • Hailey Lawrie commented  ·   ·  Report

    Xero needs to automate receipts from any reconciled payment. Or provide a tick box at the reconciliation page to pick and choose who you want to get a receipt or not upon reconciliation.

  • Nicky Taylor commented  ·   ·  Report

    It isn't just an automated 'payment received' email that is required. It needs to also contain the details of the payment and the outstanding balance. This is critical as we are currently using a CRM which does send out automated copies of the invoice to the client when a payment is received and a copy of this invoice is them sent into Xero via Zapier. The Zapier link often fails and requires manual intervention to remedy. Adding the facility to send an automated copy of the paid invoice to the client would mean that we could input payment details directly into Xero, saving a great deal of time and money.

  • Carolyn Jay commented  ·   ·  Report

    Essential for time management.

    All customers request a receipt and lets the sales team know that payment has been received before releasing goods.

  • Kevin Vardy commented  ·   ·  Report

    This such a basic feature, many customers require confirmation their funds have arrived. The current manual receipt process is clumsy and time consuming.

  • Vivid Pixel commented  ·   ·  Report

    Not sure why remittances aren't part of the advanced theme, DOCX template area and if they were, could they be automatically sent when something is 'marked as paid' or reconciled - as the user here suggests? Thanks

  • Rain Brooks commented  ·   ·  Report

    Come on Xero, why isn't this a standard feature?

  • Simon Santin commented  ·   ·  Report

    This needs to be brought in Urgently - especially for business in the property management industry

  • Stuart Millward commented  ·   ·  Report

    Been using QB for years with this function!

    An absolute must have.

1 2 3 5