Xero Resources

Contacts Advanced Tutorial

It’s easy to add and manage your contacts in Xero accounting software. This video tutorial shows you how to add the companies and/or people you’ve done business with based on your Xero transactions. You can: – add a contact while entering sales invoice or purchase bill – edit a contact address from a saved invoice – set up a contact from the contact tab – edit contact details from the contacts page – look at contacts who are both customers and suppliers – add a discount and currency default to a contact – add bank account details and invoice branding to a contact – merge duplicate contacts.