Add a contact
Here's one of the ways you can add an individual customer or supplier as a contact. You might add a contact this way - rather than when you're entering their first transaction - to set up customised details such as default tax settings or due dates.
- Click the plus icon and select Contact.
Enter your contact's name.
If you can, use English or the basic Roman alphabet. This will let you search for your contact throughout Xero.
- (Optional) Enter your contact's details.
- Click Save.