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

    514 votes

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    194 comments  ·  Banking & chart of accounts » Reconciliation  ·  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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    Nick Putman commented  · 

    They totally get it and yet they totally will not do it.

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    Nick Putman commented  · 

    A very poor response from Xero, many years after this feature was requested. I'd hold off on the idea of beautiful experiences, and focus instead on basic functionality. I'm not holding my breath though.

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    Nick Putman commented  · 

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

    Nick Putman supported this idea  · 

  2. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    80 votes

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    18 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.

    More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.

    Nick Putman supported this idea  ·