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Bank reconciliation - Send automatic receipts

Send automatic receipts when reconciling payments received.

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REBECCA FAHEY shared this idea  ·   ·  Report…  ·  Admin →
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  • Brooke Williams commented  ·   ·  Report

    Having a check box when confirming each of the 'reconciliations' to automatically send a receipt for payment. This would be such a time saver, given that after reconciling 50+ bank payments daily you then need to enter each separate reconciled payment to send a receipt. Please bring this in!

  • Carla Sacharowitz commented  ·   ·  Report

    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!

  • Prajay Shah commented  ·   ·  Report

    I am in uk and we are in need of this feature wherein we want the ability to send a receipt at bank reconciliation stage when the transaction is created. We would use these for charity donations received at the bank

  • Stuart Gow commented  ·   ·  Report

    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!

  • Daniel Beulke commented  ·   ·  Report

    An option to issue a receipt to a customer during the reconciling process. When matching bank statement and xero information, the receipt could be sent to the details on the original xero produced invoice that you are reconciling. Would certainly work for individual payments (full or part payment). Might require an extra step if reconciling multiple invoices to one payment.

    I've been receiving membership fees for a community group, and would like to send receipts as payment is made and reconciled. At the moment I have to go into each invoice and send receipt manually.

    Just a thought. :)

  • Glenn Neuber commented  ·   ·  Report

    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...

  • Carol Liao commented  ·   ·  Report

    THIS IS CRITICAL FUNCTION TO GIVE CUSTOMERS A PEACE OF MIND THAT PAYMENT IS WELL RECEIVED. PROOF OF EVIDENT THAT PAYMENT IS WELL RECEIVED.

  • Margo Leggott commented  ·   ·  Report

    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)

  • Mark Blair commented  ·   ·  Report

    It's a no brainer. Allocate a developer and tester and roll out...

  • Margo Leggott commented  ·   ·  Report

    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.

  • David Baker commented  ·   ·  Report

    Ability to send a receipt when reconciling to an invoice. Right now you have to reconcile, then go into the invoice, then the payment, then send the receipt. This is an arduous process and is a legal requirement for any payment over $75 in Australia.
    I don't have to send receipts for payments through Stripe, as that already sends a receipt, but it doesn't link to the invoice number, just the payment. If I had the option to easily do it, then I would.
    A dashboard option to send receipts would be a good option as well. Reducing the number of clicks is helpful.

  • Renzana Van Zyl commented  ·   ·  Report

    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

  • Jennifer Dillon commented  ·   ·  Report

    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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