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, try to 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.