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:CRM already uses the terms you have set up in QuickBooks. The Terms App allows you to create your own terms in Method:CRM, which are then synced to QuickBooks to keep all of your records up-to-date and consistent.
- Create custom terms for transactions.
- Edit existing QuickBooks terms directly in Method:CRM
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.