3.4-2 Xero – Setup New Contact

3.4-2 Xero – Setup New Contact

Add a new Company Contact or Edit Details

It is recommended that you enter as much information as possible about each new company you add into the system to invoice. It is important though to enter at least the basic information outlined below.

Contact Details

 

Sales Defaults Section

Incorporating the branding theme and licensee details into the contact setup will assist when creating invoices.