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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

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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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.

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  • Zhi Lee commented  ·   ·  Report

    Yes please. 6 years after this request, I hope it'll be implemented soon

  • Reyhan Lange-Kapancioglu commented  ·   ·  Report

    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.

  • Cameron Orth commented  ·   ·  Report

    Why has this obvious feature still not being offered??

  • Jenny Ball commented  ·   ·  Report

    We are paid weekly instalments for many students and it would be sooo helpful to have the receipts sent automatically when reconciling.

  • Alex Pankoff commented  ·   ·  Report

    this feature is super important when you reconcile all payments
    saves a lot of efforts
    you need to be able to CC yoru staff that customer paid is vital

  • Pam van Muijen commented  ·   ·  Report

    Also ability to CC: someone else, so that internal staff know if an invoice was paid.

  • Trevor Swart commented  ·   ·  Report

    This feature is overdue and is a "must have" for the software! Look at your user research and feedback!

  • Tom Yeoman commented  ·   ·  Report

    If implemented, it should have a delay function of X hours or days in case the wrong transaction is reconciled and then promptly resolved.

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