Settings and activity
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80 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
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Lin Chen
supported this idea
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21 votes
An error occurred while saving the comment Lin Chen
commented
Absolutely support this request. Hopefully, Xero developers will look into this.
Lin Chen
supported this idea
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@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.