In this tutorial, we will add a few contacts to a contact group in Xero’s demo company. Once they have been added, you can save time by sending an invoice to everyone in the group simultaneously. Contacts Section in Xero To get to the right place in Xero, go to...
Xero allows you to send the same invoice to more than one contact at the same time by using contact groups. In this tutorial, we will create a contact group in Xero’s demo company. Contacts Section in Xero To get to the right place in Xero, go to Contacts → All...
Sometimes you have two or more versions of the same contact in your Xero contacts list that you want to combine. In this tutorial, we will merge two contacts together in Xero’s demo company that have similar names. Contacts Section in Xero To get to the right place in...
If you have archived a contact in Xero that you need to use again, you can restore it provided there is no other contact with the same name. In this tutorial, we will restore a contact in Xero’s demo company that we archived in our tutorial on how to archive a contact...
If you have a contact that you no longer need in Xero, you can archive it. Xero does not allow contacts to be deleted, so archiving them is the only way to get them off your list of contacts. In this tutorial, we will archive a contact in Xero’s demo company. Contacts...
If one of your contacts in Xero has changed their business name, email address or something else, you will need to edit their contact details. In this tutorial, we will edit a few details of a contact in Xero’s demo company and check to see if the changes saved....
