How to Send a "Thank You" After Recording Payments in Xero
When a customer pays an invoice, it is a good moment to acknowledge it.
A short “thank you” confirms the payment was received, closes the loop, and makes the customer experience feel more professional.
Xero records the payment, but it does not automatically send a thank-you email when that payment is entered or reconciled.
The simplest way to do it is with AutoReceipts.
How to set it up
- Go to AutoReceipts
- Enter your work email
- Click “Connect to Xero”
That is it.
After that, when a payment is recorded in Xero, AutoReceipts sends the customer a receipt to their inbox automatically.