Creating and Editing Xero Contacts

Breadwinner has always had the ability to create Xero Contacts from Salesforce Accounts. Now, you can also edit those Xero Contacts from within Breadwinner!

Editing is not automatic. The reason for this is that many people have multiple Xero Contacts associated with a single Salesforce Account.

How to Edit a Xero Contact

Method A: At time of Invoice Creation

When you are creating a Xero Invoice, you have to first select the Xero Contact. Instead of clicking Next on that page, click the small grey text "Edit Xero Contact before Creating the Invoice".


Method B: From the Xero Contact page itself