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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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    Hello Admin commented  · 

    I agree. This is critical for our business. Customers expect a confimration that their money has been received. having to go in to each invoice and click 3 or 4 times to generate a receipt is unproductive and costly to businesses with a high number of invoices.

    I would love to set up automated receipts, or at least have a tick box options, as part of the reconciliation process.

    Hello Admin supported this idea  ·