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  1. Overpayments - Email/Print

    90 votes

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    submitted  ·  42 comments  ·  For small businesses » Business features  ·  Admin →
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    Lin Chen commented  · 

    Has Xero allowed printing of overpayments yet? Taking a screenshot is unprofessional.

    Lin Chen supported this idea  · 

  2. 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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    Lin Chen commented  · 

    @kellymunro I'd like to put my hand up for automation as suggested by Faruk Ozturkmen. It saves a lot of time by not having to manually check off each paid transaction.

    On the topic of automation, I've also commented on another chain about being able to edit the RECEIPT TEMPLATE (the one from the Payment link). There's only Standard and Unbranded. To send a customised receipt, we need to go into the transaction, edit, select the template, update, print. But it saves the pdf as INVOICE. We then have to edit and manually email. whoaaaa. It kills me just thinking about it, when it can be simplified by allowing us to select our own template from the drop down via the Payment link.

    Lin Chen supported this idea  · 

  3. Invoice Template - Add total of 'Excluding Discounts' field

    25 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Lin Chen commented  · 

    Absolutely support this request. Hopefully, Xero developers will look into this.

    Lin Chen supported this idea  ·