--- title: "Using the Autotask \"Main Billing Contact\" with Xero" description: "Learn how Cloud Depot uses the Autotask \"Main Billing Contact\" field versus User-Defined Fields (UDF). Fix sync faults caused by multiple contacts and configure your billing hierarchy correctly." --- [Skip to content](https://kb.clouddepot.com/knowledge/using-the-autotask-main-billing-contact-with-xero#main-content) English Show submenu for translations ![CoudDepot\_LOGO\_RGB.png\]](https://kb.clouddepot.com/hs-fs/hubfs/CoudDepot_LOGO_RGB.png?height=40&name=CoudDepot_LOGO_RGB.png) - [Read Our Blog](https://blog.clouddepot.com/) Open main navigation Close main navigation - [Read Our Blog](https://blog.clouddepot.com/) - English Show submenu for translations - [Go to clouddepot.com](https://www.clouddepot.com/) [Go to clouddepot.com](https://www.clouddepot.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Cloud Depot Knowledge Base](https://kb.clouddepot.com/knowledge?hsLang=en) 2. [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en) 3. [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup) # Using the Autotask "Main Billing Contact" with Xero ## Autotask recently introduced a "Main Billing Contact" checkbox within the Company Contacts screen. This feature allows you to designate a single person as the primary contact for billing purposes directly inside Autotask. This feature may need to be enabled on your account. Please contact our support team to confirm its availability and request activation if needed. This article explains how our sync utilizes this setting and the specific rules that apply when multiple contacts exist. ### How the Sync Selects a Contact When syncing an invoice to Xero, our system needs to identify exactly one person to address. We follow a strict priority order: 1. **Priority 1:** We look for a custom **User-Defined Field (UDF)** (e.g., "Position" = "Accounts"). 2. **Priority 2:** If no UDF is found, we look for the **"Main Billing Contact"** checkbox. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-May-13-2026-03-47-36-7665-AM.png?width=328&height=225&name=image-png-May-13-2026-03-47-36-7665-AM.png)   **Note:** If a contact already has the specified UDF set, our system will always use that contact first and will not consider the "Main Billing Contact" checkbox. If required, we can adjust the logic so that the Main Billing Contact is treated as the highest priority instead. **Need help with the UDF method?** The UDF method is our recommended way to manage billing contacts for companies with complex structures. **[Click here to read our full guide on setting up the Contact UDF](https://kb.clouddepot.com/migrated/knowledge/how-do-i-specify-which-contact-details-get-synced-to-xero?hsLang=en)** ### Using the "Main Billing Contact" Checkbox If you prefer not to use UDFs, you can rely on the native Autotask setting. **How to set it:** 1. Open the Autotask Company and go to **Contacts**. 2. Edit the contact you wish to use. 3. Check the box labelled **"Main Billing Contact"**. 4. Save.   - [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#getting-started) - [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting) - [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started) - [Customers & Invoices](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customers-invoices) - [Payment Rules & Auto Pay](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-rules-auto-pay) - [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal) - [Surcharges](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#surcharges) - [Payment Gateways](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-gateways) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#troubleshooting) - [Product - HostedPay](https://kb.clouddepot.com/knowledge/product-hostedpay?hsLang=en) - [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#main-content) - [Xero](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#xero) - [Autotask](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#autotask) - [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa) - [Support, security & updates](https://kb.clouddepot.com/knowledge/support-security-updates?hsLang=en) - [Billing and Accounting](https://kb.clouddepot.com/knowledge/billing-and-accounting?hsLang=en) - [Setting up Cloud Depot](https://kb.clouddepot.com/knowledge/setting-up-cloud-depot?hsLang=en) - [Cloud Depot Status and Contacting Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#main-content) - [View Service Status](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#view-service-status) - [Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#support) - [Sync Customization Documentation](https://kb.clouddepot.com/knowledge/sync-customization-documentation?hsLang=en) - [Read Our Blog](https://blog.clouddepot.com/) # Cloud Depot Cloud Depot Help Center Copyright © 2026, Cloud Depot