Enter your idea

While you are working on solving automation, here's something easy Xero could do right now without a lot of engineering: allow the following fields in the Receipt email template:
[Invoice Number]
[Currency Symbol]
[Currency Code]
[Invoice Total Without Currency]
[Reference]

This would save soooooo much time! Please do this ASAP!

This is beyond ridiculous that this feature is not available. Even a tick box when you reconcile, saying, send payment receipt.

Dear Xero team, could you please update on this topic? For us this is Must have features. You can start with simple email notification saying payment amount, payment date and Invoice (if any) against which payment is applied. where payment amount is less than invoice amount, it can send partial payment confirmation and remaining amount pending. Where it is reconciled but it is over paid the email will can just say payment amount received without other details of invoice.

In case remove and redo, if it is difficult to notify the correction you can leave it to manual for the user to act as of now. but if email confirmation works other than the case of remove and re do it will automate 95% of the manual work.

I'd like this to be an option when reconciling payments, as that is the only time I typically interact with an invoice after it has been sent out.

This would markedly improve the workflow for me, as at present I have to manually click through to invoices, find the specific invoice, payment, options, and then Send Receipt.

Hi Xero,

Before any work on this, please address https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960536-xero-mail-send-as-company-name-com-not-message first.

Email sending features in Xero are useless until this is resolved.

(If you are following this issue, please upvote the linked email issue.)

Thanks

I submitted this idea 3 years ago!

Just checking back in 2025- i still think this feature would be valuable (idea originator).

We have a lot of members and I need to send receipts daily, but not to all - please add this feature!

Any news yet

While not native to Xero, we have solved this at Paidnice with an email policy that triggers when the Xero invoice is marked paid (so reconciled, either manually or via any of your payment methods). Wrote a quick blog about it incase anybody wants to try it out: https://www.paidnice.com/blog/setup-automated-payment-received-email-xero

This is a fantastic idea and would hugely improve automation and efficiency in invoicing.

An Auto-receipt option is very much needed! Allow us the toggle option for each customer at set up.

Has this been actioned? I have just been forced to use Xero for my invoicing by my new CRM and I can't find a way to quickly send a receipt to my client while reconciling their payment in the Bank Rec. This is a no brainer, Xero is able to match the payment to an existing invoice but doesn't allow you to send a receipt in the same action. Please fix this quickly.

Hi.

This post was almost 2 years ago. There is clearly no appetite to add this feature in spite of the clear demand from users. The option to send a receipt from the reconciliation screen was standard on the free Quickfile software I used previously. It is really clunky to have to go back to dashboard, find a reconciled payment and send a receipt from there.

For me is a significant downside to using Xero and adds significant time when you are dealing with lots of payments while trying to run a busy business.

I can't understand why this was not built in to the software from the outset if you are trying to make things easier for small businesses as your marketing says.

Please can you give us an update.

This would be good to be added to the functions. The suggestion on 07 Nov 2024 seems appropriate and adds a professional touch ensuring customers especially those that dont use Xero that payment has been acknowledged and appreciated, This helps to build rapport with your customer.

When you do get around to automating receipts. To ensure only the right transactions get receipts. It could be part of the reconcile tab. So a tick box on the matched transactions before pressing OK to rec. Ticked means send receipt for payment amount matching the rec. and no tick means send no receipt.

Also / Or

You could choose to turn receipts ON or Off on rec'd transaction payments on the invoice itself in the same way we currently choose to have invoice reminders set as on or off

Can this be looked it - it would save so much time!

I agree! From a small business perspective, we need all the automation we can get so we can use our time efficiently. Not manually entering transaction records to send a receipt.

The automation of this process improves the business efficiency and communication with customers. It should be automated that when a bank receipt is reconciled to invoice/s it automatically forwards a receipt.

The set up for this option would be in the Invoicing set up.

Xero has to start focussing on simplifying processing. This was how Xero gained a market advantage over competitors with the bank reconciliation option. You need to get back to this business focus.