# Form Defaults does not work when Copying Sales Order to Sales Invoice **URL:** \ **Category:** Uncategorized\ **Created:** [February 21, 2022, 7:14am UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839 "2022-02-21T07:14:53Z")\ **Posts on this page:** 10\ **Page:** 1
**Author:** ![siyab](https://avatars.discourse-cdn.com/v4/letter/s/b4bc9f/32.png) [@siyab](https://forum.manager.io/u/siyab)\ **Post date:** [February 21, 2022, 7:14am UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/1 "2022-02-21T07:14:53Z")
Hi, I have set up the Form Default for Sales Invoice to select the “Sales - Account” GL as default. But when we copy a Sales Order to Sales Invoice, all other form default settings work, except the selection of the “Sales - Account” GL. it is left blank, and I need to manually select the GL account. Am I missing something here? ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [February 21, 2022, 1:57pm UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/4 "2022-02-21T13:57:04Z")
> [@siyab](#): > > Am I missing something here? It is impossible to tell without seeing the Edit screens of the transactions involved, as well as your form default setup for sales invoices. ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [February 21, 2022, 3:54pm UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/5 "2022-02-21T15:54:24Z")
What’s the account selected on your Sales Order? ---
**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\ **Post date:** [February 21, 2022, 8:59pm UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/6 "2022-02-21T20:59:11Z")
@Ealfardan I deleted my earlier posts as I realised that one can not select an account on Sales Order. Therefore the copy to can not inherit it. So not sure in this case what the solution would be. ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [February 22, 2022, 6:27am UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/7 "2022-02-22T06:27:15Z")
Didn’t know that but now since you brought it up, the solution is to use **Non-inventory Items** which will carry over from order to invoice and will be categorized according to their setup. ---
**Author:** ![siyab](https://avatars.discourse-cdn.com/v4/letter/s/b4bc9f/32.png) [@siyab](https://forum.manager.io/u/siyab)\ **Post date:** [February 23, 2022, 5:30am UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/8 "2022-02-23T05:30:23Z")
Below are the screenshots from the Form Defaults for Sales Order & Sales Invoice: **Sales Order:** ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/b/f/bf22487b4530539b0b0e29c59312c1c0959e028a.png) **Sales Invoices:** ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/c/8/c86122a1e9cd049cd999e0bac3d9eca20c5a15f5.png) ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [February 23, 2022, 12:23pm UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/10 "2022-02-23T12:23:58Z")
@siyab, you did not show everything I asked to see in post #2. Regardless, you need to understand that when you copy one transaction to another, you override form defaults. ---
**Author:** ![siyab](https://avatars.discourse-cdn.com/v4/letter/s/b4bc9f/32.png) [@siyab](https://forum.manager.io/u/siyab)\ **Post date:** [February 23, 2022, 12:43pm UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/11 "2022-02-23T12:43:24Z")
> [@Tut](#): > > Regardless, you need to understand that when you copy one transaction to another, you override form defaults. Noted. So I need to manually choose GL account, right? Thanks ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [February 23, 2022, 12:51pm UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/12 "2022-02-23T12:51:02Z")
Correct, if you are copying sales orders to sales invoices. But this is really not more work. You need to select accounts at some point. You have not done it at the sales order stage, so you do it at the sales invoice stage. Additionally, form defaults are generally set up for only one line item. So, if you have more line items on a sales invoice, your default account would only be chosen for the first one. ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [July 5, 2026, 8:14pm UTC](https://forum.manager.io/t/form-defaults-does-not-work-when-copying-sales-order-to-sales-invoice/39839/13 "2026-07-05T20:14:59Z")
Closed on July 5, 2026, 8:14pm UTC Uncategorized topics older than 3 years with no recent activity