Reconciliation - Auto Receipt Option
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.
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Prajay Shah commented
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
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Daniel Beulke commented
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. :)