Settings and activity
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
564 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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482 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
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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.