Xero Contacts
Simplify your customer relationships with Xero’s contact management! By setting up contacts in Xero, you can tailor financial interactions to suit both your business goals and your customers' needs. From setting credit limits and applying discounts to defining payment terms, it’s all about creating a seamless experience. This feature also boosts your visibility, helping you pinpoint your top-spending customers and those driving the most revenue. With these insights at your fingertips, you’ll be empowered to make smarter, strategic decisions that strengthen your financial management and drive growth.
Watch this video, here we learn how to set your contacts up:
