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If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >
Done
Automated receipt email for paid invoices to thank customers for paying
Started by Richard de Nys in Feature Requests | Done!
When I reconcile receipt of payment for an invoice, I would love the ability to trigger a payment receipt email to my clients. And to be able to customise the template for the email.
This would be a nice customer service touch to be able to easily let clients know that their payment has been received with thanks, and that we appreciate doing business with them.
This would be a nice customer service touch to be able to easily let clients know that their payment has been received with thanks, and that we appreciate doing business with them.
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Official Xero Reply
We’re really happy to let you know that receipts can now be created from payments made on invoices. From either a batch deposit (which is also amongst the new features in Xero today) or single invoice payments, you can now send a receipt. For payments on single invoices you can also directly view/print a receipt PDF without having to send it first.
While this thread was originally started to request automated receipts, most feedback following was for a receipt on an invoice to notify customers of the acceptance of their payment. Because of this, we’ve decided to close this thread with the receipt release today. We can definitely see the need for this to be automated in some situations, but we don’t currently have any plans to add this to Xero. You wouldn't want a receipt sent if you accidentally recorded a payment to the wrong invoice!
Please feel free to start a new thread for automated receipts. If we do receive enough feedback that this is needed by the majority we can look into it again. Also, we are considering adding the ability to send a receipt from Receive Money transactions, so if that interests you, please add your feedback: Receipts without having to create an invoice (including donation / charity receipts)
While this thread was originally started to request automated receipts, most feedback following was for a receipt on an invoice to notify customers of the acceptance of their payment. Because of this, we’ve decided to close this thread with the receipt release today. We can definitely see the need for this to be automated in some situations, but we don’t currently have any plans to add this to Xero. You wouldn't want a receipt sent if you accidentally recorded a payment to the wrong invoice!
Please feel free to start a new thread for automated receipts. If we do receive enough feedback that this is needed by the majority we can look into it again. Also, we are considering adding the ability to send a receipt from Receive Money transactions, so if that interests you, please add your feedback: Receipts without having to create an invoice (including donation / charity receipts)
Great idea - as a registered charity (1 amongst thousands) being able to have a "receipt" function would be great for issuing receipts to donors etc.
This is a great idea. Terrific to be able to automate "Thank you for your payment" emails.
Tim Longhurst
Merged: Default email message templates & signature for client invoices paid
I know a lot of people (including my self) are talking about how important the ability to invoice clients via Xero is. See: https://community.xero.com/business/discussion/52251/#answer135151
I also think its very important for clients to know once their invoices have been paid. With that said, these same features requested in the other thread should be added, so when payments are applied to client invoices they get an email.
In the ideal Xero world it would be nice to be able to email clients about the invoices with all the new features and then once payment is received and applied, have the client get an email confirming his payment.
I do that manually now but obviously it would be better if its via Xero.
Best regards,
I know a lot of people (including my self) are talking about how important the ability to invoice clients via Xero is. See: https://community.xero.com/business/discussion/52251/#answer135151
I also think its very important for clients to know once their invoices have been paid. With that said, these same features requested in the other thread should be added, so when payments are applied to client invoices they get an email.
In the ideal Xero world it would be nice to be able to email clients about the invoices with all the new features and then once payment is received and applied, have the client get an email confirming his payment.
I do that manually now but obviously it would be better if its via Xero.
Best regards,
Philip - I imagine features get attention from Xero by popular demand.
Anybody else seeing value in this feature, please comment here and let Xero know. Thanks!
Anybody else seeing value in this feature, please comment here and let Xero know. Thanks!
The more people we get on the discussion the bigger the chance Xero will implement this must have feature.
Hi I'm not after a separate payment receipt to send, but really really need the option to watermark paid invoices with 'PAID' across them. this enables us to instantly recognise that the goods can be packed and shipped without worrying about checking a zero balance at the bottom - just a feature i've been used to with Quickbooks and miss a lot with Xero now we've changed over (thank god!)
You may be aware we're working on email templates to use when emailing an invoice from Xero (thread here). You'll be able to use customizable templates to send with paid invoices so your thanks message can be set up as a template.
At the moment you can select a group of invoices paid on a particular day or period of time (from the paid tab) and email them (PDF or online version or both) with a message of thanks but this message does have to be entered each time, which is what the templates will eliminate. Emails won't be automated for the first version of this.
At the moment you can select a group of invoices paid on a particular day or period of time (from the paid tab) and email them (PDF or online version or both) with a message of thanks but this message does have to be entered each time, which is what the templates will eliminate. Emails won't be automated for the first version of this.
For those using DOCX for invoices, a man far smarter than me when it comes to using mail merge fields has suggested using conditional formatting to achieve a 'paid' text when the invoice is 0.00 ... see what Andrew suggests here. This doesn't shine the light away from this feature request, but something to try in the meantime if you're using DOCX?
Hi, great idea. Not so much to thank clients but because this is a legal requirement in the country i work in. Please add the feature to customize the name of this receipt as with invoices. Thanks
I too would like to have an option to email a payment receipt once a payment has been entered.
I cant imagine that this is a feature that is not available. If this needs to be voted, i wonder what else so basic like this needs to be voted too. XERO, we need this feature
Automatic receipts emailed when payment received a definite must & just common courtesy really...
So far our experience with XERO has been great. Simple interface, helpful features etc etc but absolutely cannot believe there is no receipt function? It's surprising an accounting package that's so popular hasn't had this from the get go. Only 4 more votes, hopefully this happens in the near future. Until we find the next basic feature that missing ;) keep up the good work - it's still a great package that we recommend.
This feature is essential to me, very disappointed that Xero doesn't already have this functionality.
I need to receipt clients too... this is really a basic accounting necessity and does let Xero down considerably. It's like you made 95% of the pie fantastic but then forgot about the last bit :)
I would like to be able to generate receipts, typically we only need to do this every so often so having the option to do either set it as a manual or automatic thing would be great.
We received this today from one of our suppliers -- NICE TOUCH - Would love this feature in Xero
"We would like to take this opportunity to thank you for your recent payment to OJ Networks.
Your business is important to us! Please do not hesitate to contact us to discuss any aspect of your account."
"We would like to take this opportunity to thank you for your recent payment to OJ Networks.
Your business is important to us! Please do not hesitate to contact us to discuss any aspect of your account."
Definitely a must feature, we use harvest and t has this feature and clients seem to love it when they receive that neat looking thank you email.
As a registered charity, it will be great to have a receipting feature as donors need it to claim tax back. Thanks :)
What a great pain without customer receipt. I don't see any response that they take our request into account. But we really need it for sure.
A thing as simple as a receipt whether for cash received without having been preceded by an invoice or just an automatic receipt upon payment are kind of bedrocks of trade. I'm a new user and to see that people have been requesting a feature which really this product never should have launched without is kind of stunning. Seriously I like the product but it is a more than a little scary that something so basic has been ignored for so long. I'm in technology and I'm sure we can agree that there is a major difference between a feature request and addressing something that should never have been missing. I saw the email earlier today saying that your services has improved our ability to send emails.
Are you just kind of ignoring your users. Fortunately I am a new user a la not really vested. It's kind of a shame but I left another service for feature gaps and I'll leave this one too. I just hope you guys won't continue to summarily ignore not your users, but the edicts of just having a good product. Wow!
Are you just kind of ignoring your users. Fortunately I am a new user a la not really vested. It's kind of a shame but I left another service for feature gaps and I'll leave this one too. I just hope you guys won't continue to summarily ignore not your users, but the edicts of just having a good product. Wow!
Hi - while we haven't got a solution for this yet Catherine did outline a pretty good work around.
- go to Sales dashboard
- click the Paid link to see all paid invoices
- select the ones you want to send receipts for
- click "Email"
- select an email template, that you created earlier... "Thank you for the payment..."
- (optional) uncheck the attach PDF option
- (optional) include a link to the online invoice. If viewed it will say "Paid" and remind the user what they are being thanked for
Yes, it's not automated, but would this work in the meantime?
- go to Sales dashboard
- click the Paid link to see all paid invoices
- select the ones you want to send receipts for
- click "Email"
- select an email template, that you created earlier... "Thank you for the payment..."
- (optional) uncheck the attach PDF option
- (optional) include a link to the online invoice. If viewed it will say "Paid" and remind the user what they are being thanked for
Yes, it's not automated, but would this work in the meantime?
Yes, that is a good work around but I hope this gets automated. I am coming from a service that isn't nearly as extensive as yours on the back end, but it definitely put a good face on things for my clients. While your system provides me much more detail book keeping wise I am loosing a little in the client relations department. Okay well with the work around, not really but you understand. Thanks, I will be implementing that.
That workaround only works for Receipts for Sales - (Paid Invoices). What about those of us who are Not-For-Profit that has Deductible Gift Recipient status, that need to give receipts for Donations given, so that the donors can claim their donations on their Tax returns? I cannot believe that such a basic requirement as a Credit Receipt (for any type of payment) is not available in an accounting package such as this.
The Rock Admin
I would like to support Adrienne Keygan. We have a great need to send DGR receipt to our donors as this is the main source of income for us.
As a recent convert/devotee I agree with the above: it is really important as a SME, not to mention a professional courtesy, to provide customers/donors with a payment receipt.
When print option is used through Sales - Paid window (as suggested above) only invoices that have been paid in full are listed. It still prints as a Tax Invoice - not a Receipt. When printed the total payment is noted - no break-down (if it has required a number of part-payments), & no date of payment received.
I have attempted to set-up Receipt templates per xero Help instructions- but have found this an unsuccessful & complicated process. These will only be printed as Receipts when paid in full anyway.
Please xero - do something about this. This discussion has been conducted over 12mths now - the issue is not going to go away!
When print option is used through Sales - Paid window (as suggested above) only invoices that have been paid in full are listed. It still prints as a Tax Invoice - not a Receipt. When printed the total payment is noted - no break-down (if it has required a number of part-payments), & no date of payment received.
I have attempted to set-up Receipt templates per xero Help instructions- but have found this an unsuccessful & complicated process. These will only be printed as Receipts when paid in full anyway.
Please xero - do something about this. This discussion has been conducted over 12mths now - the issue is not going to go away!
Marie-Anne Davidson
If Xero fixes this problem they are basically admitting that a standard business trading feature was missing to begin with when they created Xero.
So I predict that they will continue to ignore user's requests, post vague comments here a couple of times a year and basically hope people stop asking so that they can prove a point. The point being that we should be happy with what we've got and despite Xero's best efforts towards implementing new features people will always ask for more.
They could prove me wrong and actually do something about it. I've have no problem posting another comment saying I was proved wrong but I doubt it will ever happen, at least not until after next year.
So I predict that they will continue to ignore user's requests, post vague comments here a couple of times a year and basically hope people stop asking so that they can prove a point. The point being that we should be happy with what we've got and despite Xero's best efforts towards implementing new features people will always ask for more.
They could prove me wrong and actually do something about it. I've have no problem posting another comment saying I was proved wrong but I doubt it will ever happen, at least not until after next year.
Please add a receipt - all my solicitors request one and it is industry standard (legal profession).
Andrew Stenhouse
My two cents. It's as above; great package, intuitive design and brilliant execution integrating with other software packages.... but a simple receipt that doesn't require workarounds or much coding needs to be looked at for Xero. I have no issue with the work around using the DOCX but it would have been nice not to have to do it manually.
Developers at Xero, I suspect you are hard at work solving the issue and that it may not be as simple as it sounds on the back end of the software. However, please release a beta test vesion so we can try it and see. A basic one that acts once we enter a payment whereby it that pulls info from the previous generated sale. The automated receipt doesn't have to be fancy, just an option to add a logo and company details. If you can add automation on noting receipts in reconciliation you will have your users shouting praises from the rooftops... and your market share will soar :)
Developers at Xero, I suspect you are hard at work solving the issue and that it may not be as simple as it sounds on the back end of the software. However, please release a beta test vesion so we can try it and see. A basic one that acts once we enter a payment whereby it that pulls info from the previous generated sale. The automated receipt doesn't have to be fancy, just an option to add a logo and company details. If you can add automation on noting receipts in reconciliation you will have your users shouting praises from the rooftops... and your market share will soar :)
The "work around" above just doesn't cut it. We need to be able to send receipts for part payments, and have to do it long hand, which is crazy. A receipt for any payment is a basic requirement, which really should be facilitated by any accounts system worth its salt. Come on Xero, listen to us, please!
Yes. It would help us if we could automatically send out a VAT receipt to each customer along with an acknowledgement of their payment.
I would love to save time with the addition of a Print Receipt option. One of my Xero uses is for a registered charity. I think the addition of this feature would attract A LOT of registered charities.....
I need receipts also...rather desperately. Please Xero, get your act together, and add this feature that is obviously still so popular!
I agree so much with the above posts. Some of our clients need a paper audit trail, and even when they don't, the ability to say 'thanks' serves a valuable PR purpose.
Let's get a 'send receipt' tick box added to the bank rec screen - please!
Let's get a 'send receipt' tick box added to the bank rec screen - please!
please add this function its must as per professional standards for lawyers and migration agents
Back in July I posted a comment predicting that Xero will continue to ignore this request. Unfortunately it seems like I was right.
Can Xero please mark this feature request as "not planned" so we can put this topic to rest and vote on something else?
Can Xero please mark this feature request as "not planned" so we can put this topic to rest and vote on something else?
I searched for this feature in Xero and must say I am very disappointed that such a basic and good business practice feature has been requested since July 2012 and is still missing. Come on Xero!!
Catherine or the current Community Manager, is there any update on this? I see Sam inquired of an update back in October with no apparent response. I hope to hear something soon. At this point the feature lack is less concerning to me than Xero's refusal to address those of us who took time to ask you directly regarding this feature.
So sorry that we haven’t updated you all on this for a while! Please know that we’re not ignoring this thread, there just haven’t been any changes since Andrew's last post.
You’ll be the first to hear as soon as any progress has been made in this area! Please keep commenting your feedback of what you’d like to see with automated receipt emails in Xero. Thanks.
You’ll be the first to hear as soon as any progress has been made in this area! Please keep commenting your feedback of what you’d like to see with automated receipt emails in Xero. Thanks.
So is this feature planned or not planned? It was first submitted July 2012 and so far has 116 votes of support. Surely that is a long enough time to at least decide if this feature is planned or not planned and update the status.
I agree, planned or not planned, would be the absolute minimum update after all this time and this many votes. If it's planned then an ETA would be nice and if not planned a reason why. We can all then make a decision based on how important this feature is to our business.
We get asked for receipts daily. It really is weird that Xero is investing time on creating PO functionality but they haven't sorted out the basics yet. It's a shame that some folks are moving away from Xero to go to other packages that have caught up with Xero and now overtaking Xero :(
I don't think other packages even approach Xero's performance in most areas, but an accounts package without receipts is a bit like a pub with no beer. Given how simple it would be to implement, I'm scratching my head as to why Xero would prioritise 'bling' features over this kind of thing.
I agree with Daniel Hanna, and everyone else who has commented here - a basic request for a Receipt cannot be that difficult!! Just the ability to print a receipt would be better than no Receipt at all. Being able to email the Receipt would be an added bonus.
The Rock Admin
Sending a receipt is essential. My client has a not for profit and is entering the stuff in Xero as well as MYOB so that he can at least print out a receipt. (Having to invoice to do this defeats the purpose of the time saving cash coding feature)- So much is great about Xero but so far it falls down on some basic features.
I agree with you also Cathy Paul - I was also double posting in MYOB so that I could print Receipts, which is just as non-productive as raising an Invoice to do it in Xero is also. To date, I have not been able to find an add-on that will do this either.
The Rock Admin
We are also a registered charity send receipts on a daily bases.
The solution that Xero delivers at the moment does not work for us: The dual purpose receipt template works only with a paid invoice. But what if you get paid via e.g. a PayPal without an invoice?
The receipt template should be really integrated within the reconciling process… So when you get paid via PayPal or similar you can send while reconciling per button a receipt to the customer.
Thank you Xero for working on this….
The solution that Xero delivers at the moment does not work for us: The dual purpose receipt template works only with a paid invoice. But what if you get paid via e.g. a PayPal without an invoice?
The receipt template should be really integrated within the reconciling process… So when you get paid via PayPal or similar you can send while reconciling per button a receipt to the customer.
Thank you Xero for working on this….
Moved to MYOB live accounts. Working a lot better now. It's a shame this was never sorted. Best of luck to all those still waiting.
@Susanne - I totally agree. the .docx templates do not generate receipts for part payments and not all payments received have a matching invoice.
As far as I know xero has never commented on these two specific things, only more generalised comments about templates and voting on features.
I would have thought that they would be aware of these two problems by now after all the above comments. So it seems to me that they are either passively avoiding talking about it or they have not taken the time to read our requests and do not realise that there are problems that .docx templates cannot easily solve.
Or if they are aware of all this, they have underestimated the need for most businesses to be able to issue a receipt if a customer requests one.
As far as I know xero has never commented on these two specific things, only more generalised comments about templates and voting on features.
I would have thought that they would be aware of these two problems by now after all the above comments. So it seems to me that they are either passively avoiding talking about it or they have not taken the time to read our requests and do not realise that there are problems that .docx templates cannot easily solve.
Or if they are aware of all this, they have underestimated the need for most businesses to be able to issue a receipt if a customer requests one.
I am new to Xero, and have heard that you guys are very responsive and listen to customer feedback to guide the implementation of new features.
Please, prove that what I have heard is right? ... Receipts should be core functionality, what are you waiting for?
Please, prove that what I have heard is right? ... Receipts should be core functionality, what are you waiting for?
I had to play with this as well, and indeed, this is sorely needed for charities.
1. Creating an invoice to sent a receipt is a lot of work.
2. With email templates you can create the appropriate email, that works.
3. But the invoice layout cannot be customised enough (haven't tried .docx, looks like some Microsoft thing??), you can dial things down, but it still looks very invoicy, and the words "Due date" cannot be removed.
1. Creating an invoice to sent a receipt is a lot of work.
2. With email templates you can create the appropriate email, that works.
3. But the invoice layout cannot be customised enough (haven't tried .docx, looks like some Microsoft thing??), you can dial things down, but it still looks very invoicy, and the words "Due date" cannot be removed.
And a second feature, completely impossible, is to send a receipt once a year for people who make small monthly payments. I.e $10 a month. You want to send them a single donation receipt at the end of the tax year.
Hi everyone. We’ve changed the status of this thread to reflect that we’re planning to add this functionality in the future. We do agree with you all that Xero should have automated receipts - and it will happen! As I said earlier though, work hasn’t started in developing this yet, and is not likely to until Quotes, and Reporting have been completed. Sorry that there isn’t better news.
In the meantime, work has been scheduled to allow the ability to edit the branding of a part/fully paid invoice. So for those who use branding themes to send a ‘receipt’, this will make it easier. Keep up to date with the progress of that here: Change invoice branding theme on paid invoices - after payment processed
In the meantime, work has been scheduled to allow the ability to edit the branding of a part/fully paid invoice. So for those who use branding themes to send a ‘receipt’, this will make it easier. Keep up to date with the progress of that here: Change invoice branding theme on paid invoices - after payment processed
@Brittany - On my screen the status is still the same. Also, what would you suggest in situations where money is received but there is no matching invoice to rebrand as a receipt? Or should we raise an invoice for every transaction by default?
@Philip sorry must have missed that! I've now changed the status to To Be Scheduled.
We do suggest that you raise an invoice, you can then turn it into a 'receipt' using docx. If you have a number of transactions that you need a receipt for, you can also bulk import them using a CSV file. The Help Centre has more info about how you can do this.
Xero Help Centre: Create & import your invoice or bill file. Thanks
We do suggest that you raise an invoice, you can then turn it into a 'receipt' using docx. If you have a number of transactions that you need a receipt for, you can also bulk import them using a CSV file. The Help Centre has more info about how you can do this.
Xero Help Centre: Create & import your invoice or bill file. Thanks
Hi everyone. I just wanted to let you know that our add-on will allow you to send automated receipt / 'thank you' emails to your customers when invoices are paid. The add-on is called AlertFactory which is an intuitive web service that sends you real-time alerts & reminders for your Xero via Email, SMS or any Mobile device.
You can get some more information at here and here
You can get some more information at here and here
I do hope that this will always be an option we can switch off as this would be very unwelcome for us. We've had many issues with this before with another solution as many clients feed the invoice straight into the system and that errors when another mail comes in. Keep this an optional function please.
Not only would it be 'nice customer service', but clients often ask for these for GST/tax purposes so it's a necessity more than anything really.
totally needed. Definitely gets my vote times a million!
Also great if we could do it from Xero touch plus access partially paid invoices from there too.
Looking forward to the improvements
Cheers
Also great if we could do it from Xero touch plus access partially paid invoices from there too.
Looking forward to the improvements
Cheers
For those who use different invoice branding themes to send a receipt to a customer - today’s release has made this much easier! You’re now able to edit an invoices branding theme without having to first remove the payment. The History and Notes section also makes note of this change - so there’s a audit trail of this. More info about what’s in the release can be found on our Blog and in the Release Notes.
We still are keen to automate these processes, so will post updates here when we have more details. Thanks!
We still are keen to automate these processes, so will post updates here when we have more details. Thanks!
We're thinking of developing a new add on for Xero that supercharges emails, including HTML emails, unlimited templates with images, automatic emails and tracking. We wanted to get some feedback?
Take a look at our website: http://emailangelapp.com/
If you would be interested in something like this please sign up.
Thanks.
Michael Ridland
www.michaelridland.com
Take a look at our website: http://emailangelapp.com/
If you would be interested in something like this please sign up.
Thanks.
Michael Ridland
www.michaelridland.com
URGENTLY need the Quote and Receipt function!!
I'm a new user of Xero, I did some comparison between some popular accounting softwares, many of them has the function to generating quote, and issuing invoices and receipts, which I believe is the basic needs of lots of businesses.
Thanks.
Alan
I'm a new user of Xero, I did some comparison between some popular accounting softwares, many of them has the function to generating quote, and issuing invoices and receipts, which I believe is the basic needs of lots of businesses.
Thanks.
Alan
I would just like to add my vote to receipts and auto emailing of receipts on payment. It would also help us if "Payment Type" could be on the receipt - cash, Wire, Credit card, Paypal etc.
I have created a Receipt template according to this link: https://help.xero.com/AU/#Q_Receipt, yes, it does help, and now I can send receipt by changing the Branding theme. But I realised that I couldn't change the Invoice date to Receipt date (normally they are different dates), even I manually changed the title "Invoice Date" to "Receipt Date" in the DOCX template, but the actual date below it is still showing as the invoice released date and there is no such field called "«PaymentDate»" that I can insert in my template. And the same issue for "Receipt number", it will be surely more professional to not have same number for Invoice number and Receipt number....
I really think RECEIPT is a basic function for an accounting software, hopefully Xero can add in this function ASAP as the current way is bringing lots of inconvenience to the customers. I spent lots of time to find out how to create a receipt which I never thought I have to before I chose Xero as my accounting software.
Same as QUOTE function but personally I reckon RECEIPT function is so much more IMPORTANT!!
Everyone, Please vote for this if you think the same, many thanks!!
I really think RECEIPT is a basic function for an accounting software, hopefully Xero can add in this function ASAP as the current way is bringing lots of inconvenience to the customers. I spent lots of time to find out how to create a receipt which I never thought I have to before I chose Xero as my accounting software.
Same as QUOTE function but personally I reckon RECEIPT function is so much more IMPORTANT!!
Everyone, Please vote for this if you think the same, many thanks!!
Merged: A REAL Receipt and Quote function request
I realised there is no Receipt function after I started to us Xero a couple of weeks ago, then I found this link (https://help.xero.com/AU/#Q_Receipt) to teach me how to create a branding theme for receipt after some research. So now I can send receipt by changing the Branding theme.
However, I couldn't change the Invoice date to Receipt date (normally they are different dates), even I manually changed the title "Invoice Date" to "Receipt Date" in the DOCX template, but the actual date below it is still showing as the invoice released date and there is no such field called "«PaymentDate»" that I can insert in my template. And the same issue for "Receipt number", the branding theme will showing the same Invoice number but I can't use a new Receipt number, to use different receipt number will reduce many confusions.
I really think RECEIPT is a basic function for an accounting software, hopefully Xero can add in this function ASAP as the current way is bringing lots of inconvenience to the customers. I spent lots of time to find out how to create a receipt which I never thought I have to before I chose Xero as my accounting software.
Same request for a proper QUOTE function as well, I understand there are some add-ons providing Quote service, but I don't think it's reasonable to ask Xero customers who are paying Xero to pay extra to these add-ons to get some basic services that supposed provided by Xero.
Much appreciate if Xero will consider this request and take some actions.
Everyone, Please vote for this if you think the same, many thanks!!
I realised there is no Receipt function after I started to us Xero a couple of weeks ago, then I found this link (https://help.xero.com/AU/#Q_Receipt) to teach me how to create a branding theme for receipt after some research. So now I can send receipt by changing the Branding theme.
However, I couldn't change the Invoice date to Receipt date (normally they are different dates), even I manually changed the title "Invoice Date" to "Receipt Date" in the DOCX template, but the actual date below it is still showing as the invoice released date and there is no such field called "«PaymentDate»" that I can insert in my template. And the same issue for "Receipt number", the branding theme will showing the same Invoice number but I can't use a new Receipt number, to use different receipt number will reduce many confusions.
I really think RECEIPT is a basic function for an accounting software, hopefully Xero can add in this function ASAP as the current way is bringing lots of inconvenience to the customers. I spent lots of time to find out how to create a receipt which I never thought I have to before I chose Xero as my accounting software.
Same request for a proper QUOTE function as well, I understand there are some add-ons providing Quote service, but I don't think it's reasonable to ask Xero customers who are paying Xero to pay extra to these add-ons to get some basic services that supposed provided by Xero.
Much appreciate if Xero will consider this request and take some actions.
Everyone, Please vote for this if you think the same, many thanks!!
How about having access to a feature like this for a price of a coffee?
We know that you expect this to be part of the Xero package and wont consider an add-on option. As Xero users we understand this and hence have made our internal alert and reminder add-on available to everyone for the price of a coffee.
More information on AlertFactory here.
We know that you expect this to be part of the Xero package and wont consider an add-on option. As Xero users we understand this and hence have made our internal alert and reminder add-on available to everyone for the price of a coffee.
More information on AlertFactory here.
@P.S. Floral Design - I agree.
I've also noticed that there does not seem to be a <<PaymentDate>> field. It's weird because from our point of view in Xero if we look at a paid invoice, it shows the date paid. But the .pdf version of the invoice that we send to customers does not. Also there is no breakdown of part payments.
It has just occurred to me that this may be the reason why Xero does not have a receipt function. Creating a <<PaymentDate>> field may be harder than it looks. It may be that it is easier the way it currently is. Let's all hope that Xero solves this problem soon, there must be something they can do that's an improvement on what we have.
I've also noticed that there does not seem to be a <<PaymentDate>> field. It's weird because from our point of view in Xero if we look at a paid invoice, it shows the date paid. But the .pdf version of the invoice that we send to customers does not. Also there is no breakdown of part payments.
It has just occurred to me that this may be the reason why Xero does not have a receipt function. Creating a <<PaymentDate>> field may be harder than it looks. It may be that it is easier the way it currently is. Let's all hope that Xero solves this problem soon, there must be something they can do that's an improvement on what we have.
Please add this functionality as a preference (allow it to be switched on or off either on a per client basis and globally for the organisation) Thanks!
YES to "I really think RECEIPT is a basic function for an accounting software, hopefully Xero can add in this function ASAP as the current way is bringing lots of inconvenience to the customers." - P.S. Floral Design
Any form of receipt functionality will be appreciated - Automatic would be nice, but manual would do for the time being!
Any form of receipt functionality will be appreciated - Automatic would be nice, but manual would do for the time being!
YES I think sending a Receipt SHOULD DEFINITELY be a function of this software. Manual function would suffice but automatic receipt sent once you have reconciled the account even better...
please please add this function ASAP
please please add this function ASAP
WOW . Cannot believe the good people at Xero could not get this functionality after two years and 180+ votes. Its very common for our clients to send payments (cash/cheques) etc using messengers. We have to issue them receipts for these payments. We don't want to disclose the full invoice information in the payment receipt. We just want to say,( receive x amount (Cash/cheque etc) from ABC company with thanks (optionally-- against the invoice number XXX). Date, time, and the person that issue the receipt.
What xero need to do is a simple print function to the payment screen (that they already have). my workaround is to screen print the payment screen. however, some customers complain that there is no legitimacy on such instrument.
Xero. You really need to step up here.....
Cheers
K.C
What xero need to do is a simple print function to the payment screen (that they already have). my workaround is to screen print the payment screen. however, some customers complain that there is no legitimacy on such instrument.
Xero. You really need to step up here.....
Cheers
K.C
Just putting in my vote... This needs to be added Xero! Before everybody jumps to Saasu which has this feature already.
Hello everyone. Good news! We currently have developers working on our first cut of receipting. The plan is that you will be able to send a receipt from a payment applied to a sales invoice - similar to how a remittance advice is sent from a bill payment. This will be the first step, we know there are many other things we can do to extend payment receipting.
I know this thread initially asked for the ability to send automated receipts, but we don’t have any plans to add this in the immediate future. Like most other documents in Xero, someone will need to press the send button.
We will update you here as we get closer to release.
I know this thread initially asked for the ability to send automated receipts, but we don’t have any plans to add this in the immediate future. Like most other documents in Xero, someone will need to press the send button.
We will update you here as we get closer to release.
Merged: Bank Receipt Remittance Advices/Receipts
We have a client who doesn't invoice their customers very often its usually just bank receipts posted on Xero. They would like to be able to print a remittance/receipt that they can send their customers as proof of payment and also this would provide them with a VAT invoice. From what i can see this isn't an option but i think this would be a good item to have
We have a client who doesn't invoice their customers very often its usually just bank receipts posted on Xero. They would like to be able to print a remittance/receipt that they can send their customers as proof of payment and also this would provide them with a VAT invoice. From what i can see this isn't an option but i think this would be a good item to have
Agree with Vicki Allan above, I work for a charity who receive donations via direct debit, an invoice is not raised, I use the reconciliation process to enter the donation into the system, I REALLY NEED to issue a receipt as donations are tax deductable to the donor in Australia and they need proof of payment. We receive many small donations and raising an invoice for each one would be incredibly time consuming.
I agree with Emma Tayler above - I would also like to issue receipts from the receive money function not just the invoice function, as we are a NFP, and need to provide Tax Receipts for Donations. Raising Invoices is NOT appropriate for this type of Receipt.
The Rock Admin
@Matt - This is great news. Receipts are by far the most often requested (accounts related) item from our customers.
Agree with previous comments -- this should not just be related to an invoice sent. It should also be avail to 'money received' through imported txns.
1) Import transactions
2) Assign to contact
3) Clicky-clicky 'send receipt' button.
If it's related to an invoice then obviously additional info can go on, but "Thanks for your payment of XXXX. It was received on XXth August" as an acknowlegdement of receipt if all that I need.
1) Import transactions
2) Assign to contact
3) Clicky-clicky 'send receipt' button.
If it's related to an invoice then obviously additional info can go on, but "Thanks for your payment of XXXX. It was received on XXth August" as an acknowlegdement of receipt if all that I need.
So I am about to go to my client and tell him I can't generate a receipt from my accounting package :( I realise that you are swamped with requests for functions in Xero, but I am adding my request that this is escalated as it is a basic requirement. Thanks
It still puzzles me that we'd have to ask an accounting software provider for a receipt function. Is there something about the need for this that ISN'T self-evident?
I'm nearly at the 1 year anniversary of my first request for this feature. In that year Xero has introduced various high-level improvements that are no doubt useful to some, but not to me. All the icing is nice, Xero, but can we get the cake finished first? Thanks.
I'm nearly at the 1 year anniversary of my first request for this feature. In that year Xero has introduced various high-level improvements that are no doubt useful to some, but not to me. All the icing is nice, Xero, but can we get the cake finished first? Thanks.
Added my vote.
We process jobs in ServiceM8, send invoices from ServiceM8 and then approve it, which then flows to Xero. We 98% get payments via direct deposit and we then use the bank feed to match paid monies to the invoice. Would be great feature to be able to have a checkbox (ticked by default) that will send a paid receipt email (templated) with the same click of that OK button.
We process jobs in ServiceM8, send invoices from ServiceM8 and then approve it, which then flows to Xero. We 98% get payments via direct deposit and we then use the bank feed to match paid monies to the invoice. Would be great feature to be able to have a checkbox (ticked by default) that will send a paid receipt email (templated) with the same click of that OK button.
Official Xero Reply
We’re really happy to let you know that receipts can now be created from payments made on invoices. From either a batch deposit (which is also amongst the new features in Xero today) or single invoice payments, you can now send a receipt. For payments on single invoices you can also directly view/print a receipt PDF without having to send it first.
While this thread was originally started to request automated receipts, most feedback following was for a receipt on an invoice to notify customers of the acceptance of their payment. Because of this, we’ve decided to close this thread with the receipt release today. We can definitely see the need for this to be automated in some situations, but we don’t currently have any plans to add this to Xero. You wouldn't want a receipt sent if you accidentally recorded a payment to the wrong invoice!
Please feel free to start a new thread for automated receipts. If we do receive enough feedback that this is needed by the majority we can look into it again. Also, we are considering adding the ability to send a receipt from Receive Money transactions, so if that interests you, please add your feedback: Receipts without having to create an invoice (including donation / charity receipts)
While this thread was originally started to request automated receipts, most feedback following was for a receipt on an invoice to notify customers of the acceptance of their payment. Because of this, we’ve decided to close this thread with the receipt release today. We can definitely see the need for this to be automated in some situations, but we don’t currently have any plans to add this to Xero. You wouldn't want a receipt sent if you accidentally recorded a payment to the wrong invoice!
Please feel free to start a new thread for automated receipts. If we do receive enough feedback that this is needed by the majority we can look into it again. Also, we are considering adding the ability to send a receipt from Receive Money transactions, so if that interests you, please add your feedback: Receipts without having to create an invoice (including donation / charity receipts)
To make life a little bit easier for you all, today we’ve released the ability to create a receipt from a Receive Money transaction. Read up on more this and other functionality released today on our blog.
Great news, thanks Matt. That has fixed the single most annoying thing for me about using Xero.
Hi - I know there have been a lot of replies to this post, but if you are looking for a solution that integrates automatic chasing of late paying debtors & automated Thank You emails - check out the XERO add-on ezyCollect, ezyCollect
If you have any questions or need to talk to us - please hit us up on 1300 780 524 or email us at sales@ezyCollect.com.au
Thanks
AJ
If you have any questions or need to talk to us - please hit us up on 1300 780 524 or email us at sales@ezyCollect.com.au
Thanks
AJ
Hi Johannes - if you did want to send a Thank You for paymenty email automatically - you can via the ezyCollect add on for XERO (www.ezyCollect.com.au).
If you need me to explain/share how this works, let me know or book a webianr here: https://calendly.com/ezycollect-aj/30min/
AJ
If you need me to explain/share how this works, let me know or book a webianr here: https://calendly.com/ezycollect-aj/30min/
AJ
"You wouldn't want a receipt sent if you accidentally recorded a payment to the wrong invoice! " - so you're not building a no-brainer function to save us from the user-errors we *might* make? What a joke.
And how about actually putting a link to the instructions on how to do this in the official reply? The article you linked to is a 404.
And how about actually putting a link to the instructions on how to do this in the official reply? The article you linked to is a 404.
Merged: Deferred Income and Unshipped Goods
I'm just starting to use Xero and have a question regarding Deferred Income.
We take an upfront deposit payment for goods we manufacture. We then invoice and expect payment before we ship the goods.
I understand that I can set up a deferred income account that the deposit and final payment get allocated to on receipt of funds. That makes sense to me. However, what do I need to do once the goods ship to move those payments on the invoice across to a sales category rather than deferred income?
Steven
I'm just starting to use Xero and have a question regarding Deferred Income.
We take an upfront deposit payment for goods we manufacture. We then invoice and expect payment before we ship the goods.
I understand that I can set up a deferred income account that the deposit and final payment get allocated to on receipt of funds. That makes sense to me. However, what do I need to do once the goods ship to move those payments on the invoice across to a sales category rather than deferred income?
Steven
In the Chart of Accounts open your deferred income account and make sure the Enable payments box is checked. Then when you are ready to apply to an invoice open the invoice and apply the payment at the bottom of the screen. Use the deferred income account as the payment account.
This function would be fantastically useful. We have hundreds of invoices and it does take a lot of time out of my day to send receipts, so having that time freed up to expand the business more would be great.
William - check out www.ezyCollect.com.au - automated thank you receipts are working great- and automatically linked in with XERO
Automate receipts as you previously automated invoices please. It will make Xero much user friendly, drive customer satisfaction and lower mechanic work time. I don't think that you expect us to suffer with sending receipts to over 100 clients per month. Please reconsider and thank you for this valuable platform.
@Ali - check out https://ezycollect.com.au/ - does exactly what you need around Thank yous!
@Arjun - Looks nice, but it is not worth its price in my opinion. Thank you for the advice though, much appreciated.
Thanks for the prompt, James. I've updated the link in Matt's Official Reply here. Receipt functionality for cash transactions like Spend Money was released a while back now. Sounds like you might be after the sort of feature being asked for here. Please do add your own vote for this there, if it's something you'd like to see too.
***Automatic receipts with a confirm button is ESSENTIAL to driving our business forward !!
How long has this request been open? It seem ridiculous that someone can pay an invoice with a click of a button in Stripe, but then I have to manually send them a receipt? I am really shocked that this has not been sorted out as a serious design flaw.
Dated: 29-Mar-2019!
Dated: 29-Mar-2019!
I am still unable to create receipts for invoice payments. The only options I have when I click on the Options tab on the top right corner are "Remove and Redo" and "Mark as Reconciled".
Secondly I sometimes receive bulk payments in settlement of multiple invoices and would like to send a receipt for the payment as a whole rather than in piecemeal.
Secondly I sometimes receive bulk payments in settlement of multiple invoices and would like to send a receipt for the payment as a whole rather than in piecemeal.
Of course it's needed! Every other system has this as standard. Can't quite believe it's been reviewed and rejected.