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When creating a customer record, we complete the sales defaults, as different customers have different requirements. However, when raising a quote within Projects, the sales defaults for the associated customer do not populate the relevant fields within the quote.

We are in the UK and have some customers who are CIS and VAT registered, and require a specific sales account, VAT treatment, and we use a particular sales invoice layout. All of these things can be specified in the default settings for the customer. However, when creating a quote for those customers, through Projects, the customer defaults do not get auto-populated. Xero puts in system defaults.
We then have to overwrite the system defaults with those for the customer so they can see the correct VAT treatment that will be applied to their invoice.

Kind of defeats the point of having customer defaults. Please can we have this addressed as we probably spend an additional 5 minutes per quote in checking what Branding Theme, Sales Account and VAT code should be applied for the customer, and then entering the correct details, when this should flow through from the customer record.

If the check is not made, the wrong VAT treatment may be applied to their final sales invoice, and the sales reported in the wrong place within the accounts, which would potentially result in fines and penalties from HMRC for incorrect VAT treatment.