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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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    Thomas Hoi commented  · 

    Daniel Askey-Doran - Yes, you need an automation app to do that. You can get it for free in the video description box.

    Thomas Hoi supported this idea  · 
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    Thomas Hoi commented  · 

    I managed to automate the sending of payment receipt after client payment has been reconciled. I detailed the steps in this video https://youtu.be/HSVpkXxQZwM

    Let me know if you have problems implementing this in your account, will be glad to help.