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  1. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    426 votes

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    158 comments  ·  For small businesses » Settings & user roles  ·  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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    Kenneth Schwartz commented  · 

    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]

    Kenneth Schwartz supported this idea  · 

  2. Sales Invoicing - Automate 'send me a copy' on invoices

    127 votes

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    submitted  ·  76 comments  ·  For small businesses » Business features  ·  Admin →
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    Kenneth Schwartz commented  · 

    Do you really need to count "likes" in order to know what is right to do and to do it?

    Kenneth Schwartz supported this idea  · 

  3. Branding - Enable SKIPIF function in advanced DOCX templates

    3 votes

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kenneth Schwartz shared this idea  ·