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Linking a lead to a Xero contact
Linking a lead to a Xero contact

Linking a lead to a Xero contact allows you to create invoices and payments within JACK which sync to your Xero file

Updated over a week ago

For an invoice to be created and sent to a client, there must be a Xero contact linked to the lead.

To add a Xero contact to a lead, navigate on the main left menu to Lead > Details > scroll down to the bottom of the page and click on the Xero Contact drop-down menu.

If there is an existing Xero contact for the lead, select this contact, or you can create a new Xero contact by clicking Create New Contact from the Xero Contact drop-down menu.

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