Bank reconciliation - Send automatic receipts
Send automatic receipts when reconciling payments received.
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Rachael Watson commented
This is a feature I would love to see developed
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Carla Sacharowitz commented
This is so critical in order to keep on top of sending receipts to clients who have paid!! Please can this feature be added- it would be so helpful!
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Stuart Gow commented
This would be super. Right now you need to do a load of clicks to do this...
1. Okay the reconcile
2. Go to acct tranactions
3. Open tranaction
4. Drop down
5. Email reciept
PHEW! -
Shaun Killian commented
Has this been implemented yet?
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Riley Barker commented
very very very important
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Glenn Neuber commented
Another missing feature to start looking for alternative solutions. Working with XERO feels more and more it is not actively developed anymore, just in maintenance mode and steadily increasing subscription prices...
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Carol Liao commented
THIS IS CRITICAL FUNCTION TO GIVE CUSTOMERS A PEACE OF MIND THAT PAYMENT IS WELL RECEIVED. PROOF OF EVIDENT THAT PAYMENT IS WELL RECEIVED.
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Margo Leggott commented
Unless there is a way to customise the invoice & link it to a receipt template then this wouldn't actually work. We have multiple templates for receipts. Before switching to Xero from MYOB, I used to be able to select certain transactions from a list of payments and apply a specific template and send them all at once. This was years ago, and I am assuming this is still the case as you wouldn't want to go "backwards" and could never understand why this couldn't be adopted by Xero. It is just so time consuming & frustrating when I have seen rockets in the sky & men on the moon!!! (LOL)
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Mark Blair commented
It's a no brainer. Allocate a developer and tester and roll out...
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Margo Leggott commented
It would be great if we could send multiple receipts to customers in the same way that you send multiple invoices (all at once). Currently, after reconciling a payment, you need to go to Account transactions, then click on the transaction and click "send receipt". Which is absolutely fine if you are only sending a few receipts! When you are getting upwards of 40 or 50 to send a receipt to at the one time, it is VERY VERY TIME CONSUMING! Over it.
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Renzana Van Zyl commented
It would be good if you have loaded a payment , there is the option to send the receipt at the same time , or have the option to be able to automate the sending of receipts
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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
Will save hours!
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Krystal Smith commented
This would be a great feature
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Jennifer Dillon commented
It would be extremely helpful if we could set up automatic receipts when customers pay their invoices. Doing them manually is time-consuming and they do not get sent in a timely manner.
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strider duerinckx commented
Or even a send receipt option on the dropdown of the + tab
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Bookkeeping CoLAB commented
This is critical for my client and their business. Currently they are having to go into each payment to send receipt.
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Rob Allan commented
I agree with this. You could have a button saying "Send Receipt" or a pop up dialog - just the same as you do when making a payment.
This would improve workflow especially as we operate on negative inventory -
strider duerinckx commented
Its poor that Xero doesnt offer a) an automatic sales receipt function, and b) a receipt template. The receipt template is a modified invoice template but the instructions on how to create a receipt requires a PHD
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Tony Lamberton commented
Situation: During Reconciliation, a Received Money line item from the Bank Feed is matched with a known Xero transaction for an outstanding invoice, either automatically by Xero or manually with an outstanding invoice.
Issue: Right now, there does not seem to be a way to send a receipt to the customer during reconciliation. The only way seems to be to go back into Invoices, find the Paid Invoice, and manually send a receipt, which is impractical for multiple payments that have been reconciled.
Solution: My suggestion is to offer a Receipt During Reconciliation setting to either:
(a) ASK - when OK'ing an item for reconciliation: a pop-up asking "Send a Receipt?"
(b) ALWAYS - a default setting to Always Send a Receipt when Reconciling
(c) NEVER - a default setting to Never Send a Receipt when Reconciling -
Leah James commented
The current way of sending receipts is too long winded and is too easy to miss an invoice especially when lots of invoices are going out.