Grouping your contacts

Grouping your contacts

You can group your contacts for things they may have in common eg members of a particular Section.  This will allow you to send an identical invoice to all members of a contact Group with minimal work (please note that you can only invoice a contact group in classic invoicing).

Create and edit contact groups (xero.com) and Invoice a group of customers (xero.com)

If you have queries please email financehelpdesk@scoutsqld.com.au


    • Related Articles

    • Archiving your outdated contacts

      Contacts cannot be deleted in Xero, but they can be archived.  This means they can be restored if required at a later date – refer the link below: Archive or restore contacts (xero.com) If you have queries please email ...

    • Managing your contacts

      Xero contacts include customers/members and suppliers.  It is important that correct contact details are maintained for effective communication eg when emailing invoices, contact details -  refer the link below: Contact fields (xero.com) If you have ...

    • Merging Duplicated Contacts

      Xero contacts include customers/members and suppliers.  It is important that correct contact details are maintained for effective communication eg when emailing invoices, contact details -  refer the link below: Contact fields (xero.com) If you have ...

    • How to Import SMS Contact Details to Xero

      Why would I want to import contacts?  The Scout Management System (SMS) has all your member details and if you import these details into Xero, this can assist you with Membership invoicing. How do I get contact details from SMS? Log into SMS.  Expand ...

    • Accounting Procedures

      General guide to Executive Committee Members on Accounting Procedures, refer the attachment. If yo have any queries, please contact financehelpdesk@scoutsqld.com.au