Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    516 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    194 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    An error occurred while saving the comment
    Nicky Taylor commented  · 

    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.