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Manage many with Contact Groups

One of my favourite features in today’s release is Contact Groups – groups of contacts inside Xero.

Contact Groups you’ve created appear in the contact menu for quick access.  

Contact Groups

One of the benefits of Contact Groups is being able to create an invoice for everyone in a group at once.  This is fantastic for sports clubs, childcare organisations and anyone else that deals with groups of people in a similar fashion.  For example a rugby club might create a contact group for each team. When you need to chase everyone for subscriptions, you can create a single invoice to send to the entire group. It’s then easy to tick off each paid subscription as it’s received, and see who you need to chase.

This feature is really useful for all types of business that regularly charge groups of customers that same amount. For example Personal Trainers, Alarm Monitoring, Web Hosters etc, etc.

How else can you use Contact Groups in your business?

 

Read more about Business, Tips (Xero Business)

 

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