Skip to content
← Banking & chart of accounts

Enter your idea

Banking & chart of accounts: Reconciliation

Categories

(thinking…)

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

514 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Cass Moore commented  ·   ·  Report

    Would love a "CREATE RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page:

    Match - Create - Transfer - Discuss - "CREATE RECEIPT" TICKBOX

    It could also be a "SEND REMITTANCE" tickbox in the case of payments

  • Martin Rickman commented  ·   ·  Report

    This feature would help to improve our customer service. Doing this manually is time consuming and only adds to our overheads.

  • Genevieve Ireland commented  ·   ·  Report

    it would also be EXCEEDINGLY helpful to receive a system (staff)-facing notification or email alert when a payment is received!

  • Patrice Goodman commented  ·   ·  Report

    PLEASE, can we have this feature? I'm very close to moving to MYOB. I don't understand why they haven't made it a standard feature yet.

  • Jennifer Dillon commented  ·   ·  Report

    It would be extremely helpful if we could set up automatic receipts when customers pay their invoices. Doing them manually is time-consuming and they do not get sent in a timely manner.

  • Tasha Manoharan commented  ·   ·  Report

    This idea was requested 8 years ago!!!! What is happening Xero??

  • Allister Rose commented  ·   ·  Report

    I definitely need this to make my admin easier, I'm very surprised you don't have it already

  • Paul Crapper commented  ·   ·  Report

    I'm so surprised this is not a standard function already.

  • Dave Parkin commented  ·   ·  Report

    Wow. Surprised this isn't a feature. Also surprised by how many people have been asking for it and for how long. I've only been using Xero for a few weeks, but this would be a very welcome feature!

  • Alan Grech commented  ·   ·  Report

    especially when connected to an online portal, it's very useful to have it automated.

  • Leigh Spencer commented  ·   ·  Report

    I VOTE FOR THIS - $19/month for the zapier premium is not a good option when it should be automatic...

  • Bookkeeping CoLAB commented  ·   ·  Report

    This is critical for my client and their business. Currently they are having to go into each payment to send receipt.

  • Rob Allan commented  ·   ·  Report

    I agree with this. You could have a button saying "Send Receipt" or a pop up dialog - just the same as you do when making a payment.
    This would improve workflow especially as we operate on negative inventory

  • Rob Allan commented  ·   ·  Report

    Just adding my 10c worth on this one. Either an automated send, a button to enable you to send or a pop up screen to send.
    The workflow otherwise is not good as you cant easily see your "reconciliation history"

1 2 3 4 6 8 9 10