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Purchase orders, bills & inventory: Paying bills

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Bills - Automatically send a remittance after payment

Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process

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Anita Brown shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your feedback on automatic remittance sending.

We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.

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  • Andy Evans commented  ·   ·  Report

    There should be a setting for each contact to turn on Automatic Remittance Notes, together with the choice of which email template to use. The current system is so clunky and time consuming when your doing a large payment run, with 3 or 4 clicks needed to send each remittance note.

  • Inclusive OT Pty Ltd. commented  ·   ·  Report

    This should be a feature that is included to help with efficiency and avoid having to manually send remittance notices after payments are made. It defeats the purpose of having automatic Payments, if I then have to remember to log in and manually send a remittance notice. Xero- please make this feature available in 2025!

  • Adam Romain commented  ·   ·  Report

    Wow, I'm new to Xero. I'm very surprised how buried the Send Remittance function is. It would make perfect sense to me if the function was available after processing the payment. ¯\_(ツ)_/¯

  • Simon Bonelle commented  ·   ·  Report

    Agree this should be a standard, basic feature on any serious accounting package now.

    How about a pop up that appears once the payment is reconciled with two options, both of which can be invoked, i.e. not either / or but either / and.

    1) Send Remittance Advice
    2) Send final VAT invoice (e.g. when the first one was a Pro-Forma).

  • Nate Taki commented  ·   ·  Report

    Hey Xero team,
    This is getting a lot of traction (Rightly so), it would be great if we knew if there is a solution being implemented --> this will help our business and many others I would imagine to look for an alternative automation
    Thanks

  • Hanna Cesare commented  ·   ·  Report

    this should be a standard feature. A pop up or something should come up after reconciling the payment

  • Melani Aretis commented  ·   ·  Report

    This would be such a great idea, it's super annoying to reconcile a payment and then manually send a tax invoice to a customer

  • Matt Creed commented  ·   ·  Report

    Crazy this doesn't exist. So crazy that Meta AI has just told me you can do it. Being let down all over the place.

  • David Harper commented  ·   ·  Report

    I thought I was doing something wrong.

    This seems like a fundamental and simple automation feature. I can't believe it has not been implemented.

  • Ben Sowman commented  ·   ·  Report

    Automatic sending of remittance upon reconciliation should be a base feature. Ensure that all remittances are sent and none are missed.

  • Steve Webb commented  ·   ·  Report

    Yes that's true Shane - I thought it was just my system.

    Automatic one needs to be implemented but meantime a must is to have the pop up box to send after payment made.

  • Shane Drinkwater commented  ·   ·  Report

    This always happened, but the remittance would pop up and you could click on send the remittance and tick the send me a copy option, but the last week this has disappeared,

  • Steve Webb commented  ·   ·  Report

    This is needed sooner rather than later please

  • Alicia Jackman commented  ·   ·  Report

    I've just been searching for the exact same thing. Please can we have this feature implemented!!

  • Muhammad Ali commented  ·   ·  Report

    This will be nice idea for other businesses as well . just like some ecom store. Yesterday, I was discussing it with one of my clients and today I find out this one. I am looking for this integration for customers support on this website https://www.leveret.com/products/button-down-pajamas-kids. Will it be applicable? BTW,This is truly superb idea. Expecting it to be launch soon.

  • Dina Bohnsack commented  ·   ·  Report

    Friday payruns are a bit of a nightmare as I have to make payments, then process the proof of payments, re-name, and print to pdf and send to the supplier. Then I have to reconcile the bank, print to pdfd and rename the remittance advices. Please make this an auto RA send feature ! that would save me so much tine every week.

  • Janille Epan commented  ·   ·  Report

    This would be a significant help in assisting suppliers with payments.

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