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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.

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!