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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Olivia Ascenzo commented
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!
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Kat Child commented
this would save so much time.
Even if we could tick the payments in the transaction list and send bulk receipts from there
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John McGauran commented
This is so easy to setup automatically, so disappointing they don't have it
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Nathan Kitchen commented
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???
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Magnus Hammar commented
We're probably going to move away from Xero before they get this feature in place. Taking forever.
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Cass Moore commented
Option to turn on - Auto send receipts when reconciled
Option to turn on - Auto send remittance when payments reconciledAs soon as possible please - will save hrs per week!
This is a necessary everday process. -
matt simpson commented
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!
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Nick Chan commented
Please add this feature.
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Katherine Burnby commented
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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Mark Handley commented
Yesterday please.
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Sara Wolski commented
This would be so helpful! Thank you
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Cass Moore commented
It will save at least 5 hrs a week
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Sue Stokes commented
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.
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Kate Clement commented
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.
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Katie Shaw 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.
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Hailey Lawrie commented
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.
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Marmoset Accounts commented
Beyond time this was implemented thanks.
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Nicky Taylor commented
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.
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Elaine Watling commented
Definitely would love this added.
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Carolyn Jay commented
Essential for time management.
All customers request a receipt and lets the sales team know that payment has been received before releasing goods.