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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.

 

Note: If you already have a UDF set up for a contact, our system will use that contact immediately and ignore the "Main Billing Contact" checkbox.

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

 

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.