Home
Autumn Budget Analysis: Find out how the budget will impact you
Tips and tricks contacts Xero

By Armstrong Watson

1st April 2022

Tips & Tricks - Contacts

Subscribe

Did you know…… 

You can view the invoices, bills, and payments for each individual contact on their contact record. From the dashboard select contacts > all contacts. Search for the required contact. Here you will find all transactions relating to that contact. 

It is also possible to set defaults for each contact from here. Click “edit” on the required client. You can then edit the individual contact information to have its own default settings. These defaults can speed up and standardise invoice entry and be edited when creating a new transaction. The following defaults can be set at an individual customer level: 

 

Account code 

VAT rate 

Credit limit amount and blocks 

Credit terms 

Tracking category e.g., location 

Sales invoice branding 

Bank details for batch payments

For more tips and tricks using Xero, get in touch with one of our team on 0808 144 5575 or email help@armstrongwatson.co.uk

Contact Us

Related news

Featured Apps - Managing Staff Expenses: Why choose an expense App?

  • 26th April 2022
Xero Tips and Tricks

Xero Tips and Tricks - Inbuilt Calculator

  • 5th October 2021

Xero Tips and Tricks - Keyboard shortcuts

  • 9th July 2021

Enquiry Form

All content © 2020 Armstrong Watson. All Rights Reserved. Website by Simon Pighills.

Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Audit is a trading style of Armstrong Watson Audit Limited.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

MyRetirement is a trading style of Armstrong Watson Financial Planning Limited.

Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.