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Banking & chart of accounts: Reconciliation

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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

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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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

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  • Thomas Hoi commented  ·   ·  Report

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

  • Lexi Chassiotis commented  ·   ·  Report

    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.

  • Mr Sol commented  ·   ·  Report

    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.

  • Thomas Hoi commented  ·   ·  Report

    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.

  • Lin Chen commented  ·   ·  Report

    @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.

  • Brooke Williams commented  ·   ·  Report

    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!

  • Faruk Ozturkmen commented  ·   ·  Report

    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

  • Kirsty Scales commented  ·   ·  Report

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

  • Carla Sacharowitz commented  ·   ·  Report

    This is so critical in order to keep on top of sending receipts to clients who have paid!! Please can this feature be added- it would be so helpful!

  • Kelly Beveridge commented  ·   ·  Report

    Looks like the function to send receipt has been added! Thankyou Xero!

  • Hayley Law commented  ·   ·  Report

    This should be structured to allow each business to choose what is the best option for them not be a blanket functionality one size does not fit all here.

  • Jared Byrne commented  ·   ·  Report

    AGREE WITH ALL COMMENTS REGARDING NEW INVOICING'S INFERIOR RECEIPT SENDING ABILITY.
    THIS IS ALL CAPS BECAUSE IT IS A JOKE THAT FUNCTIONALITY IS GOING BACKWARDS.

    IT'S NOT EVEN ABOUT AUTOMATICALLY SENDING THE RECEIPT, IT JUST SHOULDN'T BE LIKE 5 OR MORE EXTRA CLICKS TO HAVE TO GO BACK INTO THE INVOICE AND PAYMENT TO SEND THE RECEIPT.

  • Robert Ellis commented  ·   ·  Report

    This action / flow needs to occure upon receiving a payment and posting that to an invoice not during the reconciliation process.

  • Accounts FDF commented  ·   ·  Report

    Totally agree with Aaron Lightstone's comment. New invoicing without the "Send receipt" option is a PITA

  • Mark Maiden commented  ·   ·  Report

    Agree, this option would be great to have please.

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