sblive Xero Guide

To access contact transactional information click the contact name.

1. Contact information is shown on the right side of the screen 2. Any outstanding invoices are listed here, listing what is due and the total amount of the invoice 3. Any outstanding bills are also listed. 4. Historical transactions are displayed here under activity, with money in and out shown in graph form. Notes can also be added to specific contact accounts which are shown in this section. 5. Transactions (invoices, bills etc) can be created directly from the contact screen.

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