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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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    Antoinette WILLIAMS commented  · 

    When you do get around to automating receipts. To ensure only the right transactions get receipts. It could be part of the reconcile tab. So a tick box on the matched transactions before pressing OK to rec. Ticked means send receipt for payment amount matching the rec. and no tick means send no receipt.

    Also / Or

    You could choose to turn receipts ON or Off on rec'd transaction payments on the invoice itself in the same way we currently choose to have invoice reminders set as on or off

    Antoinette WILLIAMS supported this idea  ·