Frequently asked questions by FusionETA Xero client
How can I issue invoices to one company but attention to different person?
This is currently a limitation in Xero. Once you create a contact/company record in Xero with a primary contact, all the quote and invoices you generate will use the same primary contact. To change to different individual/contact, you will need to edit the contact/company profile and change the primary contact.
Your sales team can generate quote and invoices
Xero is for unlimited users. Your sales team can be assigned access to generate quote and invoices without having access to financial information. They can select from pre-determined product and pricing but have full flexibility to change to catered for changing business needs. Xero is on mobile apps. Use it on the move to generate quote quickly and send via email using Xero email template.
.