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.
RESTRICTION: Although you can create a term, you will be unable to edit a term. If you need to make changes to the term, this must be done within QuickBooks itself.
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.
Creating a Term
The following steps will show you how to create a new payment term in Method's Terms App.
From your Method dashboard, click ⊕ New on your Terms App, or click ⊕ New Term on the Terms List screen.
This opens the New / Edit Terms screen.
Click Save & Back to go back to the Terms List, or click Save & New to create a new Term.
And you're done! You've successfully created a new term.
Terms Details
An overview of the fields for your terms.
Field | Description |
Sync Status | In the header, the sync status is displayed. |
Name | Unique and descriptive Name for the term. |
| If checked, the term is available in dropdowns. |
Discount Percent | Used if you want to give a discount to customers if they pay their invoice early. |
Term Options: Standard |  Choosing Standard as your Term Option determines how many days from the transaction date before a payment is due, specified in the field: Due in (days) |
Term Options: |  Choosing Date Driven as your Term Option identifies what day of the month the transaction is due, specified in the field: Due before day of month. |
Term is Active?