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.
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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Cass Moore commented
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
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Marie Robertson-King commented
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
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Merren McIntyre commented
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.