How to Set Up Customers in Xero

In this lesson, we’re going to cover how to set up customers in Xero.

Access this Lesson here:
http://fitsmallbusiness.com/set-up-cu...

Get Your Xero 30 Day Free Trial:
http://go.performi.com/goto/xero-cour...

2:11 Add Customer Contact Infortmation
4:42 How to Add Financial Details
5:20 Sales Settings
6:42 Tax Settings
7:30 Sales Discount %
7:50 Invoice Due Date
8:48 Xero Network Key
9:45 Edit Customer Contact Details
11:00 Archive a Customer
11:45 Restore Archived Customer
12:34 Sort Customers in Xero
12:58 Smart Lists & Groups
14:36 Setting Search Criteria
16:35 Create Group Within Xero
18:09 Add Smart List Contact to the Group

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Access Our Course On How to Import Customers and Suppliers in Xero:
http://fitsmallbusiness.com/import-cu...

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Access Our Course On How to Set Up Sale Tax Rates in Xero:
http://fitsmallbusiness.com/sales-tax...

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Access Our Course On How to Set Up Suppliers in Xero:
http://fitsmallbusiness.com/set-up-su...

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Access Our Course On How to Set Up Organization and Financial Settings in Xero:
http://fitsmallbusiness.com/organizat...

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Send Your Xero Network Key to Another Xero Organization:
https://help.xero.com/us/X2XSendKey

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Xero App Marketplace:
https://www.xero.com/us/marketplace/s...

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