sblive Xero Guide

7. VAT information, nominal accounts and tracking categories can be entered per contact to speed up processing of invoices and bills. 8. VAT information can be entered which is required for non UK businesses 9. Discounts and currencies can be added allowing for pre-population of invoices and reporting 10. Payment information can be entered to allow processing of payments for suppliers. This can be locked down per user settings for security purposes. 11. This allows you to allocate invoice templates to the customer and put due dates for purchases and sales. 12. It enables invoices or bills to be send straight to another Xero organisation.

Please note that if CIS has been enabled in the system CIS numbers would also appear as an option.

To edit a contact either click into the contact and select Edit or tick the contact in the main contact screen and push edit. Contacts can be added to a group or archived by the same method.

Contacts can be merged. This is required where two customer or supplier accounts have been set up by mistake. Merging will select a primary contact and bring any additional information in from the additional one.

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