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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.

Daniel Askey-Doran - Yes, you need an automation app to do that. You can get it for free in the video description box.

Thomas Hoi - How did you do that? Is there an add on app required?

Hi I'd like to put my hand up for a toggle on Xero of auto send of receipts. Shouldn't be a yes or no situation, other programs have it where you can turn it on by customer and choose auto receipts or not.

Why is this not dons yet?

Wow - 7 years waiting..... How many price increases did we get ;-)

We really need automated receipts.... thanks. These should be turn on / off options in our settings, so for example, we only send these when someone pays with credit card.

Yes please this would be great!

I managed to automate the sending of payment receipt after client payment has been reconciled. I detailed the steps in this video https://youtu.be/HSVpkXxQZwM

Let me know if you have problems implementing this in your account, will be glad to help.

@kellymunro I'd like to put my hand up for automation as suggested by Faruk Ozturkmen. It saves a lot of time by not having to manually check off each paid transaction.

On the topic of automation, I've also commented on another chain about being able to edit the RECEIPT TEMPLATE (the one from the Payment link). There's only Standard and Unbranded. To send a customised receipt, we need to go into the transaction, edit, select the template, update, print. But it saves the pdf as INVOICE. We then have to edit and manually email. whoaaaa. It kills me just thinking about it, when it can be simplified by allowing us to select our own template from the drop down via the Payment link.

Having a check box when confirming each of the 'reconciliations' to automatically send a receipt for payment. This would be such a time saver, given that after reconciling 50+ bank payments daily you then need to enter each separate reconciled payment to send a receipt. Please bring this in!

I aggree with Cass
"I would love a "SEND RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page... ie:

Match - Create - Transfer - Discuss - "SEND RECEIPT" TICK BOX"

...cam you believe it we are in 2024 and still feels like 1995

So is this "work around' only available from the invoice screen, not the bank transactions screen?

This is a feature I would love to see developed

Would love this feature!