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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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  • Gillian Shakespeare commented  ·   ·  Report

    I agree with Barb Sheahan below:
    "...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."

    beautifully phrased and completely correct!

  • Michelle Goddard commented  ·   ·  Report

    An auto send receipt function within Xero would be really useful.

  • Barb Sheahan commented  ·   ·  Report

    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.

  • Donna Rider commented  ·   ·  Report

    Hi there it would be great if Xero sent automatic receipts and invoices generated for sales done through Shopify. At the moment the receipts in particular have to be sent manually which is time consuming. More Shopify integration from Xero for small businesses so we don't have to upgrade to the $800 USD a month platform would be good!

  • Marie Robertson-King commented  ·   ·  Report

    I can't believe that this isn't an option with Xero. It's a very basic function and available in most other accounting software

  • Merren McIntyre commented  ·   ·  Report

    Automatic sending of receipts for customers - a timesaving option to bulk send receipts at once or have an option to auto send, rather than having to open each one individually to send.

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