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1. Projects - Default account for invoice raised from projects

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   5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here? 

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   Jayd Blunden commented  ·  07 September, 2025  ·  Edit…  ·  delete…

   I back this up and it's annoying that after a (draft) invoice is created I need to edit the invoice and select a sales account for EVERY line. There is a sales account defaulted against all my customers but invoices created via the project plugin do not pick this up.

   Confusingly - there was a period of time where this dod work (invoice line sales account defaulted from customer contact details area) and it was magic - but at some stage it stopped working.

   XERO - please bring back the default setting of a sales account please for invoices raised from project *IF* the customer has a default sales acount nominated.

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