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.

App Perks

  • 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.

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