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  1. Notifications - Alert when an invoice has been paid

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    100 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for feeding back about how a paid-invoice notification could reduce manual checking and follow-ups, as well as help you move orders forward once payment is received.

    Our teams have done some initial discovery and are looking more broadly at our notifications framework across Xero.

    To be transparent here - a notification specifically for when an invoice is paid isn’t in our near term plans at this stage, but we’ll share an update if there’s meaningful progress as notifications continue to evolve.

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    Katryn Kelly commented  · 

    This would be a game changer for us. We currently have an administrator emailing stakeholders as she reconciles the bank feed each day. Being able to enter a email address in the invoice set up page so the correct person gets automatically notified when that invoice is paid would save hours per week and remove any pointing of fingers when human error forgets to inform someone their funds are in.

    This could go even further by having an option in the reconciliation page for 'Notify' where the administrator can easily put in an email address as they work through the bank feed so the correct that person receives an email.

    Katryn Kelly supported this idea  ·