June 2026
Beginner
480 pages
12h 14m
English
Content preview from Xero For Dummies, 6th Edition
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Chapter 5
Managing Your Contacts
IN THIS CHAPTER
Creating customer contacts and adding suppliers
Fine-tuning your contacts and systems
Generating Smart Lists from customer contacts
What would your business be without contacts — the customers to buy from your business, and suppliers to sell to your business? Details of contacts can be set up in Xero and linked to all transactions. Capturing comprehensive information about contacts enhances your understanding of them and can improve long-term relationships. For example, knowing which suppliers tend to discount their products towards the end of the financial year, or offer discounts or free products if you buy in bulk, improves your bottom line. End result? Boosting your business profits!
In this chapter, I cover adding and managing contacts for your business — customers and suppliers. I also show you how you can use Xero’s Smart List functionality to generate targeted email lists from your existing customer base.
Note: Employees are not set up in the Contacts area. Setting employees up within the Payroll area in Xero is more efficient; however, this is not covered in detail in this book because payroll functionality is unique to ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.