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.
-
Kevin Vardy commented
This such a basic feature, many customers require confirmation their funds have arrived. The current manual receipt process is clumsy and time consuming.
-
Magnus Hammar commented
It's weird how this is not already implemented.
-
Chris Parry commented
Why is this not standard. It is with all the others
-
Vivid Pixel commented
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
Come on Xero, why isn't this a standard feature?
-
Simon Santin commented
This needs to be brought in Urgently - especially for business in the property management industry
-
Anneliese Stapleton commented
please bring this feature in, it would be a great help!
-
LJS Contracting Limited commented
yes please, need a feature like this because I always forget!
-
lisa meaker commented
YES PLEASE!
-
Jenna Burnham commented
Please add this feature.
-
Stuart Millward commented
Been using QB for years with this function!
An absolute must have.
-
Laura Bredenbeck commented
This would be immensely helpful!
-
Zhi Lee commented
Yes please. 6 years after this request, I hope it'll be implemented soon
-
Reyhan Lange-Kapancioglu commented
I am now swimming in double payments because clients can't keep track of what they've paid and not paid. Payment receipts really should be implemented and automated please.
-
Bruce Hetherington commented
What is the Zapier work around?
-
Pam van Muijen commented
Having to use a Zapier work around
-
Cameron Orth commented
Why has this obvious feature still not being offered??
-
Patrice Goodman commented
Yes please. This would be very helpful.
-
Jenny Ball commented
We are paid weekly instalments for many students and it would be sooo helpful to have the receipts sent automatically when reconciling.
-
Diana Kumarasamy commented
it will be really useful