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AD-CERT-CT-02 Edit A Contact in Xero
AD-CERT-CT-02 Edit A Contact in Xero
Previous Activity
Set up contacts in Xero
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Introduction
Here’s a quick overview of what you’ll be able to do by the end of the lesson.
You’ll learn the following:
1. Manage a contact record
View and edit a contact
Open a contact to see their activity, create new transactions and update their information.
Click the icons to see the details.
Use the contact options
Keep your contacts up to date and use groups to help manage them. Send statements to your customers for their records, or
send them reminders for any overdue payments.
Contact options Send statements Add to a group Merge a contact Archive a contact
Xero gives you options[1] to add your contact to a group, merge them with another contact, or to archive them. You can also
send statements to your customers.
Xero advisor certification: Self-paced / Edit a contact in Xero
Assessment
Correctly answer the questions to complete the lesson.
Question 1
You want to see what a business has paid you during the last 12 months. Where can you find this in the contact's details?
Contact activity
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Wrap up
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We’ve covered
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