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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

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    Daniel Beulke commented  · 

    An option to issue a receipt to a customer during the reconciling process. When matching bank statement and xero information, the receipt could be sent to the details on the original xero produced invoice that you are reconciling. Would certainly work for individual payments (full or part payment). Might require an extra step if reconciling multiple invoices to one payment.

    I've been receiving membership fees for a community group, and would like to send receipts as payment is made and reconciled. At the moment I have to go into each invoice and send receipt manually.

    Just a thought. :)

    Daniel Beulke supported this idea  ·