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
AdminXero Team
(Admin, Xero)
shared this idea
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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Bruce Hetherington
commented
What is the Zapier work around?
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Pam van Muijen
commented
Having to use a Zapier work around
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Cameron Orth
commented
Why has this obvious feature still not being offered??
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Patrice Goodman
commented
Yes please. This would be very helpful.
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Jenny Ball
commented
We are paid weekly instalments for many students and it would be sooo helpful to have the receipts sent automatically when reconciling.
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Diana Kumarasamy
commented
it will be really useful
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Alex Pankoff
commented
this feature is super important when you reconcile all payments
saves a lot of efforts
you need to be able to CC yoru staff that customer paid is vital -
Juandre Nortier
commented
It will be so useful to give customers timely feedback
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Pam van Muijen
commented
Also ability to CC: someone else, so that internal staff know if an invoice was paid.
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Nadia Jeppe
commented
This will be so useful!
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Trevor Swart
commented
This feature is overdue and is a "must have" for the software! Look at your user research and feedback!
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Tom Yeoman
commented
If implemented, it should have a delay function of X hours or days in case the wrong transaction is reconciled and then promptly resolved.
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Joe Tanham
commented
Would be a massive time saver!
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Paul Richardson
commented
This needs to happen!