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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John McGauran
commented
@Benny Stone - I have used AI vibe coding to create my whole management system for my business, it plugs into my CRM, Xero, database and email system so I can do pretty much everything in my own system. Just added auto email receipts to the system this morning, should have done it months ago.
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Allison Pereira
commented
For a reliable, sound, and neat solution, I would recommend using the "AutoReceipts" plugin. I have resorted to this, and it's working great!
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Benny Stone
commented
sounds awesome! Pls can you share as to how we can replicate it
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John McGauran
commented
I just automated Xero payment reciept into my own system I created with AI, took me half hour this morning. Now I don't need Xero!
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Molly Johnson
commented
This would be a super beneficial thing for a lot of businesses, not just to let customers know we have received and allocated their payments but we would also be able edit the template for the automated email to ask for a review which would be very beneficial for a lot of small businesses.
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Jessie Gibbs
commented
Now that there is auto reconciling, I have to go back through everything and manually send receipts. This takes up so much time, and should be a basic feature. I am a small business and only use Xero for invoicing and receipts. Such a waste of time.
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Allison Pereira
commented
Hi Xero,
You have stated "Though not in the pipeline at present..." which is very disappointing. The auto-sending of receipts to clients for paid invoices is surely a basic feature!
There have been so many requests from your customers to address this issue. I hope you start listening and put this at the top of your task list. It is a feature that should be available in all plan levels. I hope it gets sorted soon!
Yes, I am aware of the "AutoReceipts" plugin, but for a sole trader, the monthly fee is too much for a basic auto email. -
TJM The Jetty Man
commented
I can't believe this doesn't already exist?
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Lindsay Faas
commented
This would be a really significant time saving feature. The platform I moved over to xero from did this and I loved it, I'm disappointed that this isn't an option in Xero right now and hope that it would be considered.
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Katy Dalby
commented
It would be nice to be able to send customers an automated 'Thanks for paying/payment received' receipt once a sales invoice has been paid
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Beau Barker
commented
@Reda, AutoReceipts is a Xero add-on, and honestly this is best handled by an external service and not natively in Xero, because it lets you configure receipts, set email settings, and it keeps a history of receipts that were sent. These are beyond the scope of Xero itself.
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Benny Stone
commented
Definitely a step in the right direction. I tested it and it worked but still needs some tidying up and formatting.
It doesn't include the customers full name and address
And with the formatting its looks like it is addressed to the supplier and sent from the customer (opposite formatting to the actual (correct) Xero receipts).
And the sent date is incorrect. It says sent 24th which is the date of the cash receipt but I sent it today (27th).
Am eagerly awaiting the next updated version and/or Xero coming to their senses and adding it in natively. -
Martina Mifsud
commented
When reconciling payments from clients in bank, include an option to send a receipt in the same page, instead of searching for the payment in client's contact.
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Reda Mikalajunaite
commented
I want to check if the link for the automated receipts is legitimate and can be used.
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Beau Barker
commented
AutoReceipts now emails the receipt as a PDF attachment!
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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