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How Do I Change My Billing Contact in Xero?

Published in Accounting Software 2 mins read

You can easily change your billing contact in Xero by following these steps:

1. Access the Xero Dashboard

  • Log in to your Xero account.

2. Navigate to Settings

  • Click on the Settings gear icon located in the top right corner of your dashboard.

3. Select "Contacts"

  • From the left-hand menu, click on Contacts.

4. Find the Existing Billing Contact

  • Locate the contact that you want to change the billing information for.

5. Edit the Contact Details

  • Click on the Edit button next to the contact's name.

6. Update Billing Information

  • In the Billing section, update the required information:
    • Name: Enter the new billing contact's name.
    • Address: Enter the new billing contact's address.
    • Phone Number: Enter the new billing contact's phone number.
    • Email Address: Enter the new billing contact's email address.

7. Save Changes

  • Click on the Save button to confirm your updates.

8. Verify Changes

  • Once saved, you can verify the updated billing contact by navigating back to the Contacts section.

By following these steps, you can successfully change your billing contact in Xero and ensure that your invoices are sent to the correct person or organization.

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