How to manage contacts in Xero
Xero accounting software allows you to easily add and manage your Contacts. These are all the companies and/or people you’ve done business with based on your Xero transactions.
In this tutorial, you will learn how to:
– Add a contact while entering sales invoice or purchase bill
– Edit contact address from saved invoice.
– Set up contact from contact tab
– Edit contact details from contacts page
– Look at contacts who are both customer and supplier
– add a discount and currency default on contact
– Add bank account details & invoice branding to contact
– Merge duplicate contacts