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

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    194 comments  ·  Banking & chart of accounts » Reconciliation  ·  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

    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.