Contacts

  • Xero does not differentiate between customer and supplier unless a sales invoice or a purchase Bill is entered.
  • In Xero you need to add contacts and they would be automatically classified into customers and suppliers based on the entry of sales/purchase you enter with that contact.

Adding a Contact in Xero :

You can add a contact in Xero by as per below screenshot:-

  • Xero allows you to enter a whole lot of information you would ever need to know regarding the contact.
  • However the compulsory feeds are just First name and Last name which needs to be entered in order to create a contact in Xero.
  • You can even create a group of your own so that all the contacts would be assigned to that group.
  • Here is a look at the Xero form for adding a contact in Xero:

How would a contact look like in Xero :

The contact also has a log in it to ensure that you have a whole lot of who edited the details and when.

Creating a Group in Xero :

You can select the contacts and add them to your group so that they can appear in one group:

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