Situation: During Reconciliation, a Received Money line item from the Bank Feed is matched with a known Xero transaction for an outstanding invoice, either automatically by Xero or manually with an outstanding invoice.
Issue: Right now, there does not seem to be a way to send a receipt to the customer during reconciliation. The only way seems to be to go back into Invoices, find the Paid Invoice, and manually send a receipt, which is impractical for multiple payments that have been reconciled.
Solution: My suggestion is to offer a Receipt During Reconciliation setting to either:
(a) ASK - when OK'ing an item for reconciliation: a pop-up asking "Send a Receipt?"
(b) ALWAYS - a default setting to Always Send a Receipt when Reconciling
(c) NEVER - a default setting to Never Send a Receipt when Reconciling
Tony Lamberton
supported this idea
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Situation: During Reconciliation, a Received Money line item from the Bank Feed is matched with a known Xero transaction for an outstanding invoice, either automatically by Xero or manually with an outstanding invoice.
Issue: Right now, there does not seem to be a way to send a receipt to the customer during reconciliation. The only way seems to be to go back into Invoices, find the Paid Invoice, and manually send a receipt, which is impractical for multiple payments that have been reconciled.
Solution: My suggestion is to offer a Receipt During Reconciliation setting to either:
(a) ASK - when OK'ing an item for reconciliation: a pop-up asking "Send a Receipt?"
(b) ALWAYS - a default setting to Always Send a Receipt when Reconciling
(c) NEVER - a default setting to Never Send a Receipt when Reconciling