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
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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Travis Kenzie
commented
Could at least have a pop up option to send receipt once the reconcilling has been done.
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Tasha Manoharan
commented
Couldn't we just at least have a button on the bank rec screen to send receipt if & when we want to send - that way not fully automated yet?
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Kevin Vardy
commented
Complexities:
* Re-Reconciliations - Do Not Send Payment Received Email
* A split transaction is a part payment - Do Not Send Payment Received Email
* Manual "Mark as Reconciled" - Send Payment Received Email -
David Reeves-James
commented
I was working on accounts systems twenty years ago that sent automated receipts. Seemed to work then!
Also, when will we get the stop function in Xero? I've been asking for 6 years.
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Kevin Vardy
commented
Dealing with the Complexities:
* Re-Reconciliations - Do Not Send Payment Received Email
* A split transaction is a part payment - Do Not Send Payment Received Email
* Using manual Mark as reconciled - Send Payment Received Email -
Genevieve Ireland
commented
for what it's worth- i'm looking into creating a custom automation using https://www.make.com (if anyone's interested). it's a no-code integrator/automator.
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Phoebe Yip
commented
Please add this function to save everybody's time.
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Margo Leggott
commented
Unless there is a way to customise the invoice & link it to a receipt template then this wouldn't actually work. We have multiple templates for receipts. Before switching to Xero from MYOB, I used to be able to select certain transactions from a list of payments and apply a specific template and send them all at once. This was years ago, and I am assuming this is still the case as you wouldn't want to go "backwards" and could never understand why this couldn't be adopted by Xero. It is just so time consuming & frustrating when I have seen rockets in the sky & men on the moon!!! (LOL)
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Mark Blair
commented
It's a no brainer. Allocate a developer and tester and roll out...
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Margo Leggott
commented
It would be great if we could send multiple receipts to customers in the same way that you send multiple invoices (all at once). Currently, after reconciling a payment, you need to go to Account transactions, then click on the transaction and click "send receipt". Which is absolutely fine if you are only sending a few receipts! When you are getting upwards of 40 or 50 to send a receipt to at the one time, it is VERY VERY TIME CONSUMING! Over it.
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David Baker
commented
Ability to send a receipt when reconciling to an invoice. Right now you have to reconcile, then go into the invoice, then the payment, then send the receipt. This is an arduous process and is a legal requirement for any payment over $75 in Australia.
I don't have to send receipts for payments through Stripe, as that already sends a receipt, but it doesn't link to the invoice number, just the payment. If I had the option to easily do it, then I would.
A dashboard option to send receipts would be a good option as well. Reducing the number of clicks is helpful. -
Cameron Trigg
commented
I think there have been suggestions provided that do help with some of those hurdles. A tick box as a global setting or at the time of reconciliation is always a good idea otherwise it may be worthwhile having a send receipt button on reconciliation and having them automatically sent out at 1am the next morning. Having both the manual control on the reconciliation and a global setting for automation would benefit all (Opt in of course). The majority of other providers have it so understandably, I'm sure most users do see this as the bare minimum for software that is designed to handle finances at its core.
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Nick Putman
commented
A very poor response from Xero, many years after this feature was requested. I'd hold off on the idea of beautiful experiences, and focus instead on basic functionality. I'm not holding my breath though.
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Glenn Lim
commented
Do the implementation on reconcilation?
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Richard Breakey
commented
Surely not too difficult to implement
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Renzana Van Zyl
commented
It would be good if you have loaded a payment , there is the option to send the receipt at the same time , or have the option to be able to automate the sending of receipts
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Donna Rider
commented
Hi there it would be great if Xero sent automatic receipts and invoices generated for sales done through Shopify. At the moment the receipts in particular have to be sent manually which is time consuming. More Shopify integration from Xero for small businesses so we don't have to upgrade to the $800 USD a month platform would be good!
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lindsay Campbell
commented
Please!
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Reese Adams
commented
Or at least a Zapier action to "send a receipt" that we can build for every new payment trigger.
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Andrew Barber
commented
If not automatic then have a single click yes to send a receipt.