Sales Settings: These settings include Tax inclusive, Tax exclusive, or No tax.All defaults can be overridden in individual transactions. In the Financial Information section, you can also enter default settings that will help with invoicing. See more information about how to edit contact details below. To add a contact name to the payee field after the fact, edit it in the Contacts field. You can’t move contacts manually into the Customers or Suppliers group, and if you see a contact name listed as “unknown,” it’s likely because this contact was created during cash coding and the payee field was left empty. Once you have entered an invoice, bill, or credit transaction for a customer, its classification will change to Customer or Supplier. When you add or import new contacts, they will automatically appear in the All group. In Xero, contacts are arranged into All, Customers, and Suppliers contact groups, and you can access these by navigating to Contacts in the menu bar at the top of the page. Visit Xero Step 1: View and Add Customers in Xero If you don’t yet have one, you can try the platform for free for 30 days, no credit card required. You’ll receive the most benefit from this by following along in your own account. We created our tutorials to help you better understand how to use Xero, one of our best small business accounting software. We’re also going to cover how to add, view, and manage your customers. Make sure the value of the Opportunity (in my case $100) and email address(in my case my contact's email is and name of the contact are all there.In this guide, the second in our series of free Xero courses, we’ll go over how to create an invoice in Xero and how to send one, as well as how to view open invoices and run an aged receivables summary report. Then Continue and Create & Continue to test it. You need to at least pass the contact name and email address which you can get from the previous step and email address. Link and test your account you added before by selecting it and clicking "Test"Įdit your template. If you are successful, view your sales invoice to make sure it looks ok.Ĭlick "view your contact", scroll down, and make sure the name and Email address got passed throughįor the next stage, you are going to add another action for Xero. When you are done entering in the data you would like to add to your new person record in Xero, click "Continue" and test it by selecting "Create & Continue" These are the rest of the fields as I scroll down. You need at least to pass in contact name and email address.Ĭlick to add the Primary Contact Full Name from the Updated Opportunity Statusĭo the same for the rest of the fields so it looks like this: Make it look like the following so it matches the stage nameįor the next stage, you are going to add an action for Xero. If it all looks good, hit continue.įor the next step, you are going to add a filter. If it is successful, it will pick up the stage and look like this:Ĭlick "view your stage" and make sure the right opportunity got passed by checking the stage. Go to your Copper account and move a test Opportunity into the new stage you created and wait for it to pick it up. Now it will ask you to "Test your Copper trigger by sending us a stage." Rename the account and test it by clicking Get your Token from Copper -> Settings -> Integrations -> Generate a Zapier token -> Copy/paste your Zapier token in "Token" Use the images below to guide you in building your first Zap. If these images are hard to see, please try zooming in on the page. Go to settings -> pipelines -> click the pen icon next to the pipeline you want to change and add the stage. In Copper, create a stage in a pipeline called "Send invoice" In Zapier, this is what it will look like when you are done: How to make an invoice and a contact in Xero when I move my opportunity to a specific stage called "Create invoice": We've also included instructions in the document below. The link below will take you to a template to setup this Zap in your system. Why are we doing this? A lot of users want to avoid manual data entry so that when an opportunity is won in Copper, all the information on the opportunity and contact gets automatically passed into Xero. What follows are steps to show how to log an invoice and create a person after an update opportunity stage using Xero. To learn more about what automation you can create between Xero and Copper, please visit the Zapier website. To use Xero with Zapier, you will need a premium or trial Xero account. We recommend trying that one before setting up your own Zapier integration with Xero. Note: we have a native integration with Xero that is very easy to set up.
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