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
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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Leigh Spencer commented
I VOTE FOR THIS - $19/month for the zapier premium is not a good option when it should be automatic...
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Rob Allan commented
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
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
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...
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Jenny Vichie commented
This is a great idea!
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Melissa Matthews commented
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.
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Shanielle Quinton commented
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
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Lucy Bell commented
As a small charity that has a tonne of donations and only one set of hands, this would be game changing for me
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Brie Jurss commented
Please make this happen! And also with their receipt attached.
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David Cox commented
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
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David Small commented
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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Sook S commented
Got my vote
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Dawn Jeffery commented
Come on team, your amazing, you can do this surely!?
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Queenie Barrientos commented
This will be an awesome feature in case!
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Kevin Dunshea commented
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
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.
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Bryce Adams commented
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?
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Nick Putman commented
Please implement a basic feature to automatically send receipt to contacts when their payments for invoices are reconciled. Thanks.
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Eleanor Marsden commented
This is such a basic function that should be standard.
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David Cummings commented
Really important update and is needed ASAP