How To Set Up A New Client Contact In Xero

Who: This process is for the Office Administrator to undertake

What: It shows you how to set up a new client as a contact in Xero

When: Undertake this process whenever a new client comes onboard

Why: This process is completed to ensure that all new clients are set up in Xero, so that invoices and reminders are sent out to the right email addresses, and billed to the right people

When a new client comes onboard the Office Administrator will be advised in Teamwork chat. These messages will usually come from the Account Manager, but occasionally come from the General Manager or Jo.

To set up a new client in Xero there is certain information you need first in order to get started:

• Legal name of the business

• Address of the business (for the purpose of invoicing - street address, not PO box)

• Name of the primary contact for the business, their email and contact phone number

• Name of the accounts contact for the business (if different from the above person), their email and contact phone number

Setting up a new contact in Xero

1. From the Strictly Savvy dashboard in Xero click on the "+" symbol in the top right-hand corner

2. Select Contact from the drop-down

3. On the Add Contact page fill in all of the details as listed above

4. Once done select the blue Save button at the bottom right-hand side of the page

Note: Remember to make sure to use the full legal name of the company as it has been set up in Harvest, otherwise invoices created from Harvest will not match up to the contact you have created in Xero. Also, if you have two or more people to set up under the contact (see below), make sure you tick the box next to Include in emails, that way both people will get any invoices and/or reminders sent out from Xero. If you only want one of them to receive emails (eg only Accounts), then make them the Primary Person, and do not tick the Include in emails box under the second person's details.
Make sure to hit 'Save'.