Skip to content
← Banking & chart of accounts

Enter your idea

Banking & chart of accounts: Reconciliation

Categories

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

550 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
  • Glenn Lim commented  ·   ·  Report

    Do the implementation on reconcilation?

  • Renzana Van Zyl commented  ·   ·  Report

    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

  • Donna Rider commented  ·   ·  Report

    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!

  • Reese Adams commented  ·   ·  Report

    Or at least a Zapier action to "send a receipt" that we can build for every new payment trigger.

  • Andrew Barber commented  ·   ·  Report

    If not automatic then have a single click yes to send a receipt.

  • 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.

1 2 … 5 7 9 10 11 12