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  1. Contacts - Form to request & capture details of a new customer or supplier

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    submitted  ·  12 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Sarah Wrightson commented  · 

    Hi Fiona,

    A Xero form would be great - definitely something I’d use! But for now, I have to do a workaround by using a Jotform connected to Xero via Zapier. Hopefully, it'll let me collect customer details through the form and automatically feed the info to Xero to create and send invoices. It’s not perfect, but hopefully it'll work well enough until Xero offers a built-in option.

    Keen to see this feature developed!

    Sarah