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
  • Rob Carson commented  ·   ·  Report

    This appears to be another basic feature that is requested by Xero users the Xero team ignores, raised 8 years ago and no action. The complexities mentioned by Xero are easily resolved, and even if they are not from a technical perspective just adding an email receipt on reconcile option tick box would be a workaround that would stop the frustration by users.

    For Xero users maybe voting with your feet my get better results.

  • Travis Kenzie commented  ·   ·  Report

    Could at least have a pop up option to send receipt once the reconcilling has been done.

  • Tasha Manoharan commented  ·   ·  Report

    Couldn't we just at least have a button on the bank rec screen to send receipt if & when we want to send - that way not fully automated yet?

  • Kevin Vardy commented  ·   ·  Report

    Complexities:
    * Re-Reconciliations - Do Not Send Payment Received Email
    * A split transaction is a part payment - Do Not Send Payment Received Email
    * Manual "Mark as Reconciled" - Send Payment Received Email

  • David Reeves-James commented  ·   ·  Report

    I was working on accounts systems twenty years ago that sent automated receipts. Seemed to work then!

    Also, when will we get the stop function in Xero? I've been asking for 6 years.

  • Kevin Vardy commented  ·   ·  Report

    Dealing with the Complexities:

    * Re-Reconciliations - Do Not Send Payment Received Email
    * A split transaction is a part payment - Do Not Send Payment Received Email
    * Using manual Mark as reconciled - Send Payment Received Email

  • Phoebe Yip commented  ·   ·  Report

    Please add this function to save everybody's time.

  • Cameron Trigg commented  ·   ·  Report

    I think there have been suggestions provided that do help with some of those hurdles. A tick box as a global setting or at the time of reconciliation is always a good idea otherwise it may be worthwhile having a send receipt button on reconciliation and having them automatically sent out at 1am the next morning. Having both the manual control on the reconciliation and a global setting for automation would benefit all (Opt in of course). The majority of other providers have it so understandably, I'm sure most users do see this as the bare minimum for software that is designed to handle finances at its core.

  • Nick Putman commented  ·   ·  Report

    A very poor response from Xero, many years after this feature was requested. I'd hold off on the idea of beautiful experiences, and focus instead on basic functionality. I'm not holding my breath though.

  • Glenn Lim commented  ·   ·  Report

    Do the implementation on reconcilation?

  • Reese Adams commented  ·   ·  Report

    Or at least a Zapier action to "send a receipt" that we can build for every new payment trigger.

  • Andrew Barber commented  ·   ·  Report

    If not automatic then have a single click yes to send a receipt.

  • Cass Moore commented  ·   ·  Report

    Would love a "CREATE RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page:

    Match - Create - Transfer - Discuss - "CREATE RECEIPT" TICKBOX

    It could also be a "SEND REMITTANCE" tickbox in the case of payments

  • Martin Rickman commented  ·   ·  Report

    This feature would help to improve our customer service. Doing this manually is time consuming and only adds to our overheads.

  • Genevieve Ireland commented  ·   ·  Report

    it would also be EXCEEDINGLY helpful to receive a system (staff)-facing notification or email alert when a payment is received!

2 4 5 6