# Link clients and contacts to Xero

> Link a client or contact to a Xero contact so invoices raised from your quotes go to the right customer in Xero.

When your organisation has connected Xero, each client can be linked to a contact in Xero. Invoices raised from a quote are then created for that Xero contact. Setting up the connection itself is covered in [Connect Xero](https://quoterium.com/help/payments-and-xero/connect-xero).

## Link a client

1. Open the client from [**Clients**](https://app.quoterium.com/clients).
2. Scroll to the **Accounting** section.
3. Either search in **Find in Xero by name or email…** and pick the matching Xero contact, or choose **Create in Xero** to create a new Xero contact from the client's details (name, email, tax number, address, phone and contact people).

Linked clients and contacts show a small Xero mark in the lists and in the quote editor. To remove the link, choose **Unlink**; nothing is deleted in Xero.

## People without a company

For a quote addressed to a private individual, the invoice goes to the Xero contact linked to that person. Contacts picked from Xero in the quote editor are linked automatically.

## People from Xero

Importing a company from Xero brings its primary person and every **additional person** listed on the Xero contact in as contacts (matched by email address, so nothing is duplicated). To pick up people added in Xero later, open the client and choose **Add people from Xero** under Accounting.

## A branding theme per client

Admins can give a linked client its own Xero branding theme under Accounting → **Branding theme for this client's invoices**, for example the theme for their currency; **Organisation default** uses the one under Settings → Integrations. Invoices raised from the client's quotes use it.

## At invoice time

If the quote's client isn't linked yet, the **Create invoices in Xero** dialog lets you choose an existing Xero contact or create one there and then. See [Create Xero invoices](https://quoterium.com/help/payments-and-xero/create-xero-invoices).

## Who can do this

Any team member can link clients and contacts to Xero. Connecting Xero and raising invoices are for admins. If the **Accounting** section says Xero isn't connected, ask an admin to connect it under [**Settings → Integrations**](https://app.quoterium.com/settings/integrations).

Source: https://quoterium.com/help/clients-and-contacts/link-clients-to-xero