Clients in Xero HQ

As we said earlier in this chapter, Xero HQ is a light CRM, and that is where you would expect to find your clients and their details.

Let’s start our exploration of Clients in Xero by adding a new client:

1. We do that by clicking the green Add client button in the upper-right corner of the screen (Figure 16.2). This will allow us to add a new client or an existing Xero organization. If the client is on Xero already, click the existing option.
2. We are going to start from scratch and click New client. This will open the New client box:

Figure 16.3: New client box

3. We will start creating this new client by adding the business structure. Using the dropdown, choose the entity/tax type of this client. Here, we chose S Corporation.
4. Add the Name, Email, and Phone details of this new client.
5. Click the Create button. This will take you to the client details screen:

Figure 16.4...