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Invoicing - Auto send receipt when payment applied to invoice

Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.

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Denise Hanna shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach. 

As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice. 

At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future. 

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  • Ian McKay commented  ·   ·  Report

    The automation of this process improves the business efficiency and communication with customers. It should be automated that when a bank receipt is reconciled to invoice/s it automatically forwards a receipt.

    The set up for this option would be in the Invoicing set up.

    Xero has to start focussing on simplifying processing. This was how Xero gained a market advantage over competitors with the bank reconciliation option. You need to get back to this business focus.

  • Lexi Chassiotis commented  ·   ·  Report

    Hi I'd like to put my hand up for a toggle on Xero of auto send of receipts. Shouldn't be a yes or no situation, other programs have it where you can turn it on by customer and choose auto receipts or not.

  • Lin Chen commented  ·   ·  Report

    @kellymunro I'd like to put my hand up for automation as suggested by Faruk Ozturkmen. It saves a lot of time by not having to manually check off each paid transaction.

    On the topic of automation, I've also commented on another chain about being able to edit the RECEIPT TEMPLATE (the one from the Payment link). There's only Standard and Unbranded. To send a customised receipt, we need to go into the transaction, edit, select the template, update, print. But it saves the pdf as INVOICE. We then have to edit and manually email. whoaaaa. It kills me just thinking about it, when it can be simplified by allowing us to select our own template from the drop down via the Payment link.

  • Faruk Ozturkmen commented  ·   ·  Report

    I aggree with Cass
    "I would love a "SEND RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page... ie:

    Match - Create - Transfer - Discuss - "SEND RECEIPT" TICK BOX"

    ...cam you believe it we are in 2024 and still feels like 1995

  • Kirsty Scales commented  ·   ·  Report

    So is this "work around' only available from the invoice screen, not the bank transactions screen?

  • Kelly Beveridge commented  ·   ·  Report

    Looks like the function to send receipt has been added! Thankyou Xero!

  • Hayley Law commented  ·   ·  Report

    This should be structured to allow each business to choose what is the best option for them not be a blanket functionality one size does not fit all here.

  • Jared Byrne commented  ·   ·  Report

    AGREE WITH ALL COMMENTS REGARDING NEW INVOICING'S INFERIOR RECEIPT SENDING ABILITY.
    THIS IS ALL CAPS BECAUSE IT IS A JOKE THAT FUNCTIONALITY IS GOING BACKWARDS.

    IT'S NOT EVEN ABOUT AUTOMATICALLY SENDING THE RECEIPT, IT JUST SHOULDN'T BE LIKE 5 OR MORE EXTRA CLICKS TO HAVE TO GO BACK INTO THE INVOICE AND PAYMENT TO SEND THE RECEIPT.

  • Accounts FDF commented  ·   ·  Report

    Totally agree with Aaron Lightstone's comment. New invoicing without the "Send receipt" option is a PITA

  • Mark Maiden commented  ·   ·  Report

    Agree, this option would be great to have please.

  • Aaron Lightstone commented  ·   ·  Report

    the way this works in new invoicing is INFERIOR to the old way as many have pointed out. It takes way longer and has more steps.

    Yes to Auto send receipts - but not all of my clients get receipts ( long story) so the way it is now in old invoicing is ideal we enter payment and then are immediately given the OPTION of sending a receipt or not.

  • Schaiane De Assis Batista commented  ·   ·  Report

    Please maintain the send receipt option straight away once payment is applied. It is double work to apply the payment, then go back to the invoice, then click on the payment, and then send the receipt. With the old invoicing system, you apply the payment, and straight away there is a message if you want to send the receipt. Much easier... not to mention, that some people can take the payment, but are not able to click on the payment to send the receipt.

  • Samanta Dos Santos commented  ·   ·  Report

    With the new invoicing, we can't send a receipt after adding payment without going back to the invoice, clicking on the payment link, and clicking on send the receipt. The old invoicing had this option, so can this be kept, PLEASE?

    The issue is that not all users who have permission to take and process payments have permission to click on the receipt link, therefore, these users will not be able to send receipts on the spot when receiving payments.
    In addition, the "new" way is more time-consuming.

  • Frazer Andiel commented  ·   ·  Report

    with the new invoicing system I am not able to send receipt after adding payment with out going to the payment and then send receipt. There should be a enter payment and send receipt button to make it easier and quicker.

  • Kristen Sheridan commented  ·   ·  Report

    So, I am paying extra to use the expenses app, applying the expense to a customer and the billablae expenses account. I also include the receipt of course, which I have to provide to the customer to be reimbursed. So, when I generate an invoice and add a billable expense, the expense is listed but the receipt isn't attached. Am I doing something wrong or is this not available? I can't imagine it wouldn't be because it undermines the whole process and requires a whole lot more admin outside of xero... I know you can do it through the non-app 2-step route, but not this way...

  • Elina Aniston commented  ·   ·  Report

    Hello - has this been added to Xero? I noticed that this post is from a year ago and I still don't see the auto send receipt when payment is applied to an invoice available as a feature in Xero.
    Thank you,
    Elina

  • Daniela Amore commented  ·   ·  Report

    Please add automated receipts to full or partial payments.

  • Gavin Howie commented  ·   ·  Report

    I agree with Barb Sheahan too...

    "Yes please...would love to have an option to either tick a box to send a receipt to a customer during the reconciliation process, or be able to select a group of customers to send receipts to. Either way, having an automation process would be super helpful and be so much more efficient."

  • Hello Admin commented  ·   ·  Report

    I agree. This is critical for our business. Customers expect a confimration that their money has been received. having to go in to each invoice and click 3 or 4 times to generate a receipt is unproductive and costly to businesses with a high number of invoices.

    I would love to set up automated receipts, or at least have a tick box options, as part of the reconciliation process.

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