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Banking & chart of accounts: Reconciliation

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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

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminAnis Anuar (Admin, Xero) responded  · 

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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  • Vivid Pixel commented  ·   ·  Report

    Not sure why remittances aren't part of the advanced theme, DOCX template area and if they were, could they be automatically sent when something is 'marked as paid' or reconciled - as the user here suggests? Thanks

  • Denise Hanna commented  ·   ·  Report

    Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.

  • Rain Brooks commented  ·   ·  Report

    Come on Xero, why isn't this a standard feature?

  • Simon Santin commented  ·   ·  Report

    This needs to be brought in Urgently - especially for business in the property management industry

  • Stuart Millward commented  ·   ·  Report

    Been using QB for years with this function!

    An absolute must have.

  • Zhi Lee commented  ·   ·  Report

    Yes please. 6 years after this request, I hope it'll be implemented soon

  • Reyhan Lange-Kapancioglu commented  ·   ·  Report

    I am now swimming in double payments because clients can't keep track of what they've paid and not paid. Payment receipts really should be implemented and automated please.

  • Cameron Orth commented  ·   ·  Report

    Why has this obvious feature still not being offered??

  • Jenny Ball commented  ·   ·  Report

    We are paid weekly instalments for many students and it would be sooo helpful to have the receipts sent automatically when reconciling.

  • Alex Pankoff commented  ·   ·  Report

    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

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