Batchbook Knowledge Base XeroXero Contact Detail Widget

Xero Contact Detail Widget

To view the Xero widget, go to the main Contacts tab and click on "MORE" to load a contact's detail page.

The widget will list any outstanding invoices payable or receivable that are associated with this contact.

1.  If you click on the invoice number, it will take you to that invoice in your Xero account.

Example of invoice in Xero

2. Click the "+ To-Do" button to create a Batchbook To-Do for that invoice. We'll populate some data automatically and you can fill in the rest. Click "Create To-Do" to save your new To-Do.

Note: Basic users are not able to view the contact detail widget.