Settings and activity
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
342 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
An error occurred while saving the comment -
831 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Denym Bird commented
If you want a suggestion on a Xero app to solve for this, Paidnice (on the app store) can add interest and late fees in any way you want. https://www.paidnice.com/
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356 votes
An error occurred while saving the comment Denym Bird commented
Updating that our Prompt Payment Discounts at Paidnice are getting good feedback from accountants and bookkeepers using it. I wonder if higher invoice monthly minimums specifically for PPDs would make our pricing more appealing to those here?
While not native to Xero, we have solved this at Paidnice with an email policy that triggers when the Xero invoice is marked paid (so reconciled, either manually or via any of your payment methods). Wrote a quick blog about it incase anybody wants to try it out: https://www.paidnice.com/blog/setup-automated-payment-received-email-xero