Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Repeating Invoice - Automatic Application of Credits

    71 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  34 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Lindsay Faas commented  · 

    Agree with other comments and the platform I left did this, I'm disappointed that Xero doesn't. Particularly with the ease of repeating invoices, it would be great if there was an option to automatically draw from any credit/overpayment before tallying up the invoice total and sending it to the client. This would save a ton of time and hassle.

    Lindsay Faas supported this idea  · 

  2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    544 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    217 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    An error occurred while saving the comment
    Lindsay Faas commented  · 

    This would be a really significant time saving feature. The platform I moved over to xero from did this and I loved it, I'm disappointed that this isn't an option in Xero right now and hope that it would be considered.

    Lindsay Faas supported this idea  ·