View and work with customer and supplier contacts

View the details you have for your contacts and create a transaction or statement from a contact's details page.

How to get to the contact details screen

About contact name and address details

Create a sales invoice, quote, bill, credit note, purchase order or statement

Image of contact details screen.

How to get to the contact details screen

  1. From the Contacts menu, click All Contacts.

  2. Search for a contact by entering the name, email address or account number in the search box.

    There are two ways to search:

    • Enter one character to view contact names starting with that character.

      Image showing list of contact names.

    • Enter two or more characters to view contacts with a name, email address, or account number containing your search term.

      Image showing contacts search results.

  3. Click on a contact name.

You can also get to the contact details screen by:

About contact name and address details

CheckmarkThe primary person's name will appear as the Contact Person.
Primary person and additional people

CheckmarkIf the contact was added because a sales invoice, bill or transaction was created in their name, only the name will show. Click Edit to add further information.

CheckmarkIf you have a contact called 'Unknown', it's likely to have been created by Xero because you used cash coding and left the payee field empty.

Create a sales invoice, quote, bill, credit note, purchase order or statement

Quickly create a sales invoice, quote, bill, credit note, purchase order or statement for a contact.

Create a sales invoice, quote, bill, credit note or purchase order

Click New and select an option.

Image of 'New' button.

Add a sales invoice

Add or edit a credit note for a customer

Add a bill

Add or edit a credit note from a supplier

Add or edit a repeating sales invoice or bill

Create a quote

Create a purchase order

Create a statement

Click Options, then select Send Statements to view a customer's statement. You can edit the statement settings, print it, and email it to the customer.
View, email or print a customer statement


You might also be interested in

Adding a contact

Updating a contact's details

Adding employees as employee contacts

Invoice reminders