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Bills - Automatically send a remittance after payment

Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process

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Anita Brown shared this idea  ·   ·  Report…  ·  Admin →
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  • Nate Taki commented  ·   ·  Report

    Hey Xero team,
    This is getting a lot of traction (Rightly so), it would be great if we knew if there is a solution being implemented --> this will help our business and many others I would imagine to look for an alternative automation
    Thanks

  • Hanna Cesare commented  ·   ·  Report

    this should be a standard feature. A pop up or something should come up after reconciling the payment

  • Melani Aretis commented  ·   ·  Report

    This would be such a great idea, it's super annoying to reconcile a payment and then manually send a tax invoice to a customer

  • Matt Creed commented  ·   ·  Report

    Crazy this doesn't exist. So crazy that Meta AI has just told me you can do it. Being let down all over the place.

  • David Harper commented  ·   ·  Report

    I thought I was doing something wrong.

    This seems like a fundamental and simple automation feature. I can't believe it has not been implemented.

  • Ben Sowman commented  ·   ·  Report

    Automatic sending of remittance upon reconciliation should be a base feature. Ensure that all remittances are sent and none are missed.

  • Steve Webb commented  ·   ·  Report

    Yes that's true Shane - I thought it was just my system.

    Automatic one needs to be implemented but meantime a must is to have the pop up box to send after payment made.

  • Shane Drinkwater commented  ·   ·  Report

    This always happened, but the remittance would pop up and you could click on send the remittance and tick the send me a copy option, but the last week this has disappeared,

  • Steve Webb commented  ·   ·  Report

    This is needed sooner rather than later please

  • Alicia Jackman commented  ·   ·  Report

    I've just been searching for the exact same thing. Please can we have this feature implemented!!

  • Muhammad Ali commented  ·   ·  Report

    This will be nice idea for other businesses as well . just like some ecom store. Yesterday, I was discussing it with one of my clients and today I find out this one. I am looking for this integration for customers support on this website https://www.leveret.com/products/button-down-pajamas-kids. Will it be applicable? BTW,This is truly superb idea. Expecting it to be launch soon.

  • Dina Bohnsack commented  ·   ·  Report

    Friday payruns are a bit of a nightmare as I have to make payments, then process the proof of payments, re-name, and print to pdf and send to the supplier. Then I have to reconcile the bank, print to pdfd and rename the remittance advices. Please make this an auto RA send feature ! that would save me so much tine every week.

  • Janille Epan commented  ·   ·  Report

    This would be a significant help in assisting suppliers with payments.

  • David Noverraz commented  ·   ·  Report

    This would certainly make the whole workflow in Xero easier to use as the current remittance process is very manual.

  • Hayley Stevens commented  ·   ·  Report

    honestly would have thought this would already been a feature and went searching for how to turn it on. This is critical in a business for a simple solution for time management

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