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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. 

    Samanta Dos Santos supported this idea  · 
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    Samanta Dos Santos commented  · 

    With the new invoicing, we can't send a receipt after adding payment without going back to the invoice, clicking on the payment link, and clicking on send the receipt. The old invoicing had this option, so can this be kept, PLEASE?

    The issue is that not all users who have permission to take and process payments have permission to click on the receipt link, therefore, these users will not be able to send receipts on the spot when receiving payments.
    In addition, the "new" way is more time-consuming.