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  1. Bank reconciliation - Send automatic receipts

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Margo Leggott commented  · 

    Unless there is a way to customise the invoice & link it to a receipt template then this wouldn't actually work. We have multiple templates for receipts. Before switching to Xero from MYOB, I used to be able to select certain transactions from a list of payments and apply a specific template and send them all at once. This was years ago, and I am assuming this is still the case as you wouldn't want to go "backwards" and could never understand why this couldn't be adopted by Xero. It is just so time consuming & frustrating when I have seen rockets in the sky & men on the moon!!! (LOL)

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    Margo Leggott commented  · 

    It would be great if we could send multiple receipts to customers in the same way that you send multiple invoices (all at once). Currently, after reconciling a payment, you need to go to Account transactions, then click on the transaction and click "send receipt". Which is absolutely fine if you are only sending a few receipts! When you are getting upwards of 40 or 50 to send a receipt to at the one time, it is VERY VERY TIME CONSUMING! Over it.

    Margo Leggott supported this idea  ·