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
AdminXero Team
(Admin, Xero)
shared this idea
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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Krystal Smith
commented
This would be a great feature
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Jennifer Dillon
commented
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.
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Tasha Manoharan
commented
This idea was requested 8 years ago!!!! What is happening Xero??
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Allister Rose
commented
I definitely need this to make my admin easier, I'm very surprised you don't have it already
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Joana Braga
commented
We really need this (basic!) feature!
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Paul Crapper
commented
I'm so surprised this is not a standard function already.
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Dave Parkin
commented
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!
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Alan Grech
commented
especially when connected to an online portal, it's very useful to have it automated.
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Leigh Spencer
commented
I VOTE FOR THIS - $19/month for the zapier premium is not a good option when it should be automatic...
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strider duerinckx
commented
Or even a send receipt option on the dropdown of the + tab
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Bookkeeping CoLAB
commented
This is critical for my client and their business. Currently they are having to go into each payment to send receipt.
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Rob Allan
commented
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
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" -
Marmoset Accounts
commented
Hi there Xero users and friends.
Clearly the product team are ignoring this thread, so I have asked that the issue is escalated to the CEO for action. -
Mark Purcell
commented
Dozens and dozens of comments from users wanting this feature and no feedback from Xero.
Community forums like this only work if you engage Xero, otherwise they turn into a negative for your brand.
Xero, please engage...
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Jenny Vichie
commented
This is a great idea!
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Melissa Matthews
commented
This was a feature of Stripe that I love and can't believe now that I had added Xero to my process, I have actually lost this feature. Hopefully Xero will soon add.
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Shanielle Quinton
commented
Every client of ours requires receipts for payment to provide evidence of payment. There should be an automatic option to send receipts when payment and invoice are reconciled as per Katie Shaw and Hailey Lawrie
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Lucy Bell
commented
As a small charity that has a tonne of donations and only one set of hands, this would be game changing for me
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Brie Jurss
commented
Please make this happen! And also with their receipt attached.