Xero invoice defaults

Choose which revenue account the app posts to in your Xero organisation, and how long your customers get to pay.

What it's for

When an estimate is approved, the app raises a draft invoice in Xero for you. Every invoice has to be posted against an account in your chart of accounts, and every invoice needs a due date. Until you set these, the app sends its own long-standing values — sales account 200 and 30 days — on every invoice. Your Xero settings don't get a say: the app always states the account and the terms, and 200 is the sales account of Xero's *demo* company, almost certainly not the one your accountant set up.

Getting the account code wrong means revenue lands in the wrong place in your books (or Xero refuses the invoice outright). Getting the terms wrong means every invoice you send quotes a payment period you never agreed to.

Setting them

1. Go to Settings → Integrations (you need to be an owner).
2. Scroll to the 🧾 Xero invoice defaults card, below the Xero connection.
3. Enter your sales account code — the code, not the name. You'll find it in

Xero under Accounting → Chart of accounts; it's the short number or code in the first column of your sales/revenue account. Xero's codes are letters and digits only, up to 10 characters (200, SALES), and Summit rejects anything else at save time rather than letting the invoice fail later.

1. Enter your payment terms in days — how many days after the invoice date the

payment is due. Enter 0 for due on receipt. The invoice date is today's date in the timezone set under Settings → Regional, and the app states it on the invoice, so the due date always lines up with the date your customer sees.

1. Click Save invoice defaults.

The card only appears when Xero is your accounting system.

What changes, and when

The new values apply to invoices raised from now on. Invoices already sitting in Xero are untouched — if you need to correct one, change it in Xero directly.

Because these invoices are created as drafts, nothing is sent to your customer until you approve it in Xero. If a code turns out to be wrong, you'll see it on the draft before the customer ever does.

If you leave it alone

Nothing breaks. An organisation that never opens this card keeps posting to account 200 on 30-day terms, exactly as before — which is fine if that's genuinely how your Xero is set up.

Who can change it

Owners only. Everyone else sees the invoices, not the settings.