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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
360 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…
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Kenneth Schwartz
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127 votes
An error occurred while saving the comment Kenneth Schwartz
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Do you really need to count "likes" in order to know what is right to do and to do it?
Kenneth Schwartz
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3 votesKenneth Schwartz
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While you are working on solving automation, here's something easy Xero could do right now without a lot of engineering: allow the following fields in the Receipt email template:
[Invoice Number]
[Currency Symbol]
[Currency Code]
[Invoice Total Without Currency]
[Reference]