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1. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

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   116 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

   Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

   Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

   As we embark work on the Account Transactions tab we'll be able to revisit and review ideas for some improvement, and will keep you updated of any change.

   Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

   Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

   Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

   As we embark work on the Account Transactions tab we'll be able to revisit… more

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   Nicky Taylor commented  ·  12 August, 2022  ·  Edit…  ·  delete…

   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.

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