Order of Priority for Pre-Populating Default Values

breadwinner follows a set of rules or criteria to determine what is pre populated in the invoice creation stage and what is ultimately passed to xero the rule the more specific something is, the more it will win over other possible values manual adjustment when you are on the new invoice creation page, you'll see the ability to change things on the line item, such as the account revenue code, the tax, or (if enabled) the xero tracking categories and you can change things on the invoice itself, such as the due date or invoice date whatever you set here is what will appear in xero, because this is the most specific you can be editing/reviewing the invoice before it is sent to xero so if you make a change here (or let the pre populated values stay as they are), that is what will be in xero pre populated data origins and precedence where does the pre populated data come from? data from the opportunity / opportunity products / custom objects with breadwinner, you can populate invoice fields, such as due date, invoice date, and reference, from the opportunity (requires breadwinner professional edition) and, it's also possible to populate line item information, such as xero revenue account, tax, tracking categories, etc , from the opportunity products (requires breadwinner business edition) and, you can populate all of this from a custom object(s), though this requires breadwinner enterprise edition because this is specific to that individual invoice, this will always win for pre populating an invoice's values data from the xero contacts breadwinner replicates your xero contacts back to salesforce and keeps them up to date this information includes data that will help us populate the invoice (e g , default terms for the xero customer) or the line item (e g , default revenue account, default sales tax) this information can be set in xero directly, or, if you have the breadwinner business edition, you can edit it in the xero contact from within breadwinner if you don't use any of the above methods, such as manual adjustment or pulling data from the opportunity/opp products, then this will win and pre populate the invoice because it is specific to the xero customer, which is the second most specific thing data from breadwinner wide settings you can set a default xero account revenue code and a default due date term for all of breadwinner (if you have breadwinner multi org, then this is per xero org, as each xero org might need different settings) you can set this from the invoice configuration section of the breadwinner tab this is specific to your entire salesforce org / xero org, so it will work only if you haven't set a per opportunity or per xero customer default data from xero chart of accounts in xero, each account revenue code has a default tax code we bring this data into breadwinner, so that when you set a xero revenue code (or one is set for you via pre populating) we will auto populate the xero tax rate for that account revenue code you can override this using any of the above methods, but unless you specifically override it, we will use whatever is set in xero's chart of accounts (we update this nightly from xero, so if you make a change in xero, either wait 24 hours or refresh manually from the troubleshooting section in breadwinner)