receipt
I would love to be able to email a receipt directly from the Bank Reconcile screen.
Currently, issuing a receipt after reconciling a payment is really clunky. I have to:
Reconcile the transaction
Leave the reconcile screen (or have a second Xero window open and refresh it)
Go into the bank account and find the payment
Open it and email the receipt
Alternatively, I have to look up the customer, open the invoice, find the payment, and then email the receipt.
That’s a lot of steps for something that could ideally be done at the point of reconciliation.
It would be great if, once a payment is matched/reconciled, there was an option right there to “Email receipt” - or even an option to automatically email a receipt when reconciling customer payments.
If there’s already a quicker way to do this, I’d love to know! We’ve looked for one and haven’t been able to find it.
Kylie Christensen
shared this idea
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