Step 1.

Go to Customers under Global settings.

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Step 2.

To add a a customer (not using Xero), click new customer. This will open the Create customer form, which includes three different tabs to capture Customer information.

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Step 3.

To add a a customer (using Xero), click import from Xero. You will be shown an option to import all Xero customers, or a chosen subset. Make your selection and click import.

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Step 4.

You will receive confirmation of the names imported, and any contacts that were not (due to duplicates).

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Step 5.

The Customer information tab is used for general information. You can also choose to map existing Xero contacts to new customers.

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Step 6.

If you want your customer to see the details of their sales, you can enable the Customer portal to create a specific link to that customer. You can email this link by checking the box. Click the Customer portal to complete this step. Click save.

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Step 7.

Multiple physical addresses may be added, if your customer has multiple delivery locations. To add additional addresses click the plus.

After completing, click save.

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Step 8.

The Sales tab allows you to assign default values for currency, sales tax, and pricing levels for the customer. You can also assign the customer a unique Invoice due date if it’s different from the company default.

After completing, click Save.

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Step 9.

The Contact information tab is used to add additional contacts. Click new Contact and enter the required information.

Once completed, click Save.

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Step 10.

To edit a customer, go to the customers page, click the edit icon next to the selected customer. Follow the steps above. Click Save.

To delete a customer, uncheck the tick icon and click the bin icon.

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Step 11.

You can now view your customers by going to Customers under Global settings. You will see a list.

To search for a customer use the search bar to type key words or click the Advanced button and select the criteria.