Set up your customers

Step 1

Go to New Customer under Global Settings.

On the right, select New Customer.

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Step 2

Give the customer a code. This can be any combination of capital letters and numbers, up to 10 characters long.

Next, type in the customer's name and select their country from the dropdown list.

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Step 3

On the right, you can select a Xero contact or create a new one. This will map invoices for this customer to your Xero account.

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Step 4

Once this is done, enter their address details.

If the physical and postal addresses are the same, you can simply copy the information across by clicking, Same as Physical Address.

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Step 5

Next, click on the Sales tab.

Here you can choose the customer’s currency, sales tax, packing slip template, pricing levels, and default sales location.

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Step 6

Go to the Contact Information tab. This is where you can add a contact person for the customer.

Click on New Contact, then add their details.

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Step 7

Once you save this new customer, they will be available to select when making sales orders.

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