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  1. Invoicing - Auto send receipt when payment applied to invoice

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    27 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Frazer Andiel commented  · 

    with the new invoicing system I am not able to send receipt after adding payment with out going to the payment and then send receipt. There should be a enter payment and send receipt button to make it easier and quicker.

    Frazer Andiel supported this idea  ·