Contact Types
Person: An individual contact (e.g., a family member who manages billing for a client)
Company: An organization (e.g., NDIA, a plan manager, or support coordinator)
Contact Details
Each contact can store:
Name: Person or company name
Email: Where invoices will be sent
Phone: Contact phone number
ABN: Australian Business Number
Address: Physical address
Bank details: BSB and account number (optional)
Adding a Contact
Click "New Contact" in the toolbar
Select Person or Company
Enter the contact details (Name, Email are required)
Click Save
Managing Contacts
Click on a contact name to open the detail sheet. From there you can edit the contact details or delete the contact if it's no longer needed.
Using Contacts
Finance contacts can be assigned as Invoice Recipients in a client's profile in the clients settings tab. When you generate invoices, the system uses the assigned contact's email and details for the Xero invoice.