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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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  • Nicky Taylor commented  ·   ·  Report

    It isn't just an automated 'payment received' email that is required. It needs to also contain the details of the payment and the outstanding balance. This is critical as we are currently using a CRM which does send out automated copies of the invoice to the client when a payment is received and a copy of this invoice is them sent into Xero via Zapier. The Zapier link often fails and requires manual intervention to remedy. Adding the facility to send an automated copy of the paid invoice to the client would mean that we could input payment details directly into Xero, saving a great deal of time and money.

  • Carolyn Jay commented  ·   ·  Report

    Essential for time management.

    All customers request a receipt and lets the sales team know that payment has been received before releasing goods.

  • Kevin Vardy commented  ·   ·  Report

    This such a basic feature, many customers require confirmation their funds have arrived. The current manual receipt process is clumsy and time consuming.

  • REBECCA FAHEY commented  ·   ·  Report

    Send automatic receipts when reconciling payments received.

  • Vivid Pixel commented  ·   ·  Report

    Not sure why remittances aren't part of the advanced theme, DOCX template area and if they were, could they be automatically sent when something is 'marked as paid' or reconciled - as the user here suggests? Thanks

  • Denise Hanna commented  ·   ·  Report

    Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.

  • Rain Brooks commented  ·   ·  Report

    Come on Xero, why isn't this a standard feature?

  • Simon Santin commented  ·   ·  Report

    This needs to be brought in Urgently - especially for business in the property management industry

  • Stuart Millward commented  ·   ·  Report

    Been using QB for years with this function!

    An absolute must have.

  • Zhi Lee commented  ·   ·  Report

    Yes please. 6 years after this request, I hope it'll be implemented soon

  • Reyhan Lange-Kapancioglu commented  ·   ·  Report

    I am now swimming in double payments because clients can't keep track of what they've paid and not paid. Payment receipts really should be implemented and automated please.

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