About the Terms App

Getting started with using terms in Method:CRM

Updated over a week ago

The Terms App lets you create new terms to apply to your transactions. Using this app means creating custom terms reflecting payment requirements is easier than ever: no switching to QuickBooks to make the changes.

Method already uses the terms you have set up in QuickBooks. The Terms App allows you to create your own terms in Method, which are then synced to QuickBooks to keep all of your records up-to-date and consistent.

App Perks

  • Create custom terms for transactions.

  • Edit existing QuickBooks terms directly in Method.

What is a Term?

Terms are the conditions under which your customer owes on an invoice or statement charge, or your company owes on a bill. Often, terms refer to interest or how much of a given total is due by a given date.

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