Settings and activity
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
521 votesHi 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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Nathan Kershaw
supported this idea
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672 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
An error occurred while saving the comment Nathan Kershaw
commented
Just a reminder that this remains key missing functionality. Hey, even PayPal on their free tier allow scheduled sending of invoices!!
I make do with draft invoices, which I clear at a convenient time. But that is really quite inferior.
An error occurred while saving the comment Nathan Kershaw
commented
This is indeed pretty basic functionality that is lacking in Xero - I had it in PayPal before switching. It has been requested for a long time!!!
My use-case is that it is highly convenient to do my invoices at the time of doing my work; however, it is politically awkward to send them at that time! Being able to delay them several days (variable depending on the work) is very advantageous.
At present I save them as drafts, but have to remember to come back to them and actually email them at a non-weird time. While an okayish workaround, this adds unnecessary difficulties.
Nathan Kershaw
supported this idea
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391 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
An error occurred while saving the comment Nathan Kershaw
commented
I really think that this should be a key priority for Xero; it will be an issue for any sizeable client - and for the more tech-savvy smaller clients!!!
Nathan Kershaw
supported this idea
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I'd like this to be an option when reconciling payments, as that is the only time I typically interact with an invoice after it has been sent out.
This would markedly improve the workflow for me, as at present I have to manually click through to invoices, find the specific invoice, payment, options, and then Send Receipt.