Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
Ability to send an automated 'Payment received with thanks' email to the customer
Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process
Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
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Vicky King
commented
It is a no brainer to have a note next to each transaction 'receipt sent', or bulk receipt option. I am spending far too much time sending receipts or going back to check if sent.
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Benny Stone
commented
I tried auto receipts. Whereas it does work, it is only a basic acknowledgment in the body of an email.
My customers require an official pdf receipt i.e. the payment receipts that xero produces manually now, as they can claim 85% of their costs back from HMRC and need to send an official and properly formatted receipt as proof of their payment.
And with over a hundred customers paying in each month, it is rather onerous using xero to have to manually send the receipts each week.
It remains an outstanding mystery to me why xero won't update their software to include this. It is not a change that will affect users who don't need this feature and will immeasurably enhance the Xero experience and save masses of time got those Xero users who do need this feature.
Perhaps Xero have become to big and pompously don't care anymore about small users requests. And not even to at least explain why they won't incorporate this feature, rather than a flat out no.
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Beau Barker
commented
I use AutoReceipts for this, it sends receipts automatically when a payment is recorded.
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Jim Hadfield
commented
Guys, how are you so slow at responding to customer requests? You have premium pricing but extremely poor response to customer feedback. FreeAgent has it and it works extremely well and provides valuable confirmation for clients. So shocked at how slow Xero is.
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Sheryl Anderton
commented
This should be looked at ASAP, a simple automation that saves time for all. Xero are really missing out on customer satisfaction by kicking this down the development list
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dean woolley
commented
How is this still not a option. Xero is one of the most expensive platforms on the market and cant even send a simple automated email
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Carlos Sellanes
commented
Hello Xero Support Team
I am concerned as to why Xero still has ignored the cries from its community of users to implement Automated Payment Receipts.
Given that there are other platforms that provide this and much more. It seems odd that Xero is risking the loss of users over such a simple task.
I say this because today I am moving from another software platform to a competitor due to a similar behaviour. It does take a long time to gain good customers but it only takes a simple error to loose them forever.
Please consider carefully your decisions on how you treat your users.
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David Miller
commented
Why can't xero add in the ability to automate receipts to customers. It is vital in my business and i have to waste time doing it manually every day.
A very simple way to keep loads of users happy and to help retain them.I would challenge Xero to respond as to why they are refusing to add this faciliy.
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Tim Cook
commented
Basic functionality that's missing from Xero but is available from cheaper competitors. Very sad that this has been requested for so long and nothing has been done. Another nail in the coffin...
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Sheryl Anderton
commented
Would love to be able to send a receipt from the reconciliation page
i.e as part of reconciliation process it asks send receipt and if yes it goes straight to payment transaction pop out to send receipt.
This saves, manually noting the invoice number, searching the invoice number, opening the invoice, clicking on the payment hyperlink, selecting options, selecting send receipt the clicking to send receipt. -
Melanie Gray
commented
Invoices - check box and Automatic sales receipts sent to customer on reconciliation of funds received.
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Emmanuelle Darut
commented
Wondering why this is "not in the pipeline at present"? This is a basic key feature. Surely if Freeagent can do it, Xero should be able to do this easily.
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John McGauran
commented
I could get this done in twenty minute with some coding from Lovable, a joke it's not done yet.
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Sue Malley
commented
Just wondering whether 'automating the sending of receipts when a transaction is reconciled' is still on the radar for 2026?
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LobbyTools Membership
commented
This is a basic bookkeeping feature. Not everyone development needs to be a heavily invested release. The tweaks usually go further with the client.
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Debbie Whiteley
commented
Why can't Xero do this when other systems including FreeAgent can? We have recently lost a client who insists on using FreeAgent just beacuse of this feature
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Mining Store
commented
Seems like they're too busy lining their pockets & playing with AI to be able to take 3 devs away & get this done in less than a week, sad.
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John McGauran
commented
You've been saying the same thing for years, what a useless company and team of developers that can't implement this for us. I reckon AI could code this into the system in no time.
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Ashwin Kasi
commented
I got fed up waiting for Xero to fix this, so I enlisted the help of an AI expert in my network. He has automated the process for me, so I very rarely need to send a manual receipt. It has freed up so much time. If you need to chat about it, pop me an email ashwin@raddigital.co.za
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Kirsty Scales
commented
So this request has been out there for 10 years and it is still not on the Agenda. We have all the fanfare this week around JAX automating bank reconciliations for us - yet, we still have to go in to manually send the receipts, one by one, so where did that get us - nowhere. Imagine a world where an improvement was one the users actually needed!!!