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 Contacts → All Contacts from the main menu:
How to Add a Contact to a Group in Xero
Let’s add the first two contacts on the list to the Support Clients (monthly) contact group. To get started, tick the checkboxes beside the names of the first two contacts:
Next, click on the Options button and choose Add to Group from the drop-down list:
A pop-up box will appear asking you to choose which group to add the contacts to. Tick the checkbox for the Support Clients (monthly) group and click on Add when ready:
Check the Contact Group
To check that the two contacts have been successfully added, click on the Support Clients (monthly) link in the Groups section:
Here you can see that the two contacts we added are in the group:
Congratulations! That’s all you need to do to add contacts to a group in Xero. You can now save time by invoicing everyone in the group simultaneously.