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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

    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.

  • Prajay Shah commented  ·   ·  Report

    I am in uk and we are in need of this feature wherein we want the ability to send a receipt at bank reconciliation stage when the transaction is created. We would use these for charity donations received at the bank

  • Aaron Lightstone commented  ·   ·  Report

    the way this works in new invoicing is INFERIOR to the old way as many have pointed out. It takes way longer and has more steps.

    Yes to Auto send receipts - but not all of my clients get receipts ( long story) so the way it is now in old invoicing is ideal we enter payment and then are immediately given the OPTION of sending a receipt or not.

  • Schaiane De Assis Batista commented  ·   ·  Report

    Please maintain the send receipt option straight away once payment is applied. It is double work to apply the payment, then go back to the invoice, then click on the payment, and then send the receipt. With the old invoicing system, you apply the payment, and straight away there is a message if you want to send the receipt. Much easier... not to mention, that some people can take the payment, but are not able to click on the payment to send the receipt.

  • Samanta Dos Santos commented  ·   ·  Report

    With the new invoicing, we can't send a receipt after adding payment without going back to the invoice, clicking on the payment link, and clicking on send the receipt. The old invoicing had this option, so can this be kept, PLEASE?

    The issue is that not all users who have permission to take and process payments have permission to click on the receipt link, therefore, these users will not be able to send receipts on the spot when receiving payments.
    In addition, the "new" way is more time-consuming.

  • Stuart Gow commented  ·   ·  Report

    This would be super. Right now you need to do a load of clicks to do this...
    1. Okay the reconcile
    2. Go to acct tranactions
    3. Open tranaction
    4. Drop down
    5. Email reciept
    PHEW!

  • Elina Aniston commented  ·   ·  Report

    How is it possible that a critical issue has been raised since 2015 and Xero has not done anything about it. Any, I mean, any payment receiving software has an automated feature to send payment receipts. Xero has the feature but it is manual. Please add an automation to it! Thank you.

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