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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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  • Marmoset Accounts commented  ·   ·  Report

    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  ·   ·  Report

    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...

  • Melissa Matthews commented  ·   ·  Report

    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.

  • Shanielle Quinton commented  ·   ·  Report

    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

  • Lucy Bell commented  ·   ·  Report

    As a small charity that has a tonne of donations and only one set of hands, this would be game changing for me

  • Brie Jurss commented  ·   ·  Report

    Please make this happen! And also with their receipt attached.

  • David Cox commented  ·   ·  Report

    I’m having to spend $19/month for Zapier for the pro Xero API to make an automation to receive these notifications of payments received. If Zapier can currently do this with the Xero API, I don’t understand why this can’t be enabled natively in Xero. This is ridiculous

  • David Small commented  ·   ·  Report

    This should be a basic feature...what on earth have they been doing for the last 7 years since it was first raised?!

  • strider duerinckx commented  ·   ·  Report

    Its poor that Xero doesnt offer a) an automatic sales receipt function, and b) a receipt template. The receipt template is a modified invoice template but the instructions on how to create a receipt requires a PHD

  • Marie Robertson-King commented  ·   ·  Report

    I can't believe that this isn't an option with Xero. It's a very basic function and available in most other accounting software

  • Dawn Jeffery commented  ·   ·  Report

    Come on team, your amazing, you can do this surely!?

  • Tony Lamberton commented  ·   ·  Report

    Situation: During Reconciliation, a Received Money line item from the Bank Feed is matched with a known Xero transaction for an outstanding invoice, either automatically by Xero or manually with an outstanding invoice.

    Issue: Right now, there does not seem to be a way to send a receipt to the customer during reconciliation. The only way seems to be to go back into Invoices, find the Paid Invoice, and manually send a receipt, which is impractical for multiple payments that have been reconciled.

    Solution: My suggestion is to offer a Receipt During Reconciliation setting to either:
    (a) ASK - when OK'ing an item for reconciliation: a pop-up asking "Send a Receipt?"
    (b) ALWAYS - a default setting to Always Send a Receipt when Reconciling
    (c) NEVER - a default setting to Never Send a Receipt when Reconciling

  • Kevin Dunshea commented  ·   ·  Report

    As with many of these comments...
    I assumed this was the standard and was surprised to hear my clients weren't getting an emailed receipt.

  • David Cox commented  ·   ·  Report

    This would be extremely useful, I am very surprised this feature is not native to the application. Hopefully the dev team could take this up and it would be a relatively easy and fast solution to implement.

  • Bryce Adams commented  ·   ·  Report

    Aww c'mon guys don't be so ******* Xero. It's only been seven years and they only have 4,500+ staff. Take it easy on them will ya?

  • Nick Putman commented  ·   ·  Report

    Please implement a basic feature to automatically send receipt to contacts when their payments for invoices are reconciled. Thanks.

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