Technical Documentation - Customer Default Terms

1. Overview

QuickBooks lets each customer have a default payment term (for example Net 15), stored on the QuickBooks Customer as SalesTermRef. The connector now reads that term when customers are pulled into Salesforce. When a new invoice is sent to QuickBooks with no term of its own, it uses the customer's term and recalculates the Due Date from it. Invoices that already have a term are never changed.

2. What changed

3. Objects and fields

4. How it works

4.1 Customer pull

1. WS_Quickbooks reads SalesTermRef from the QuickBooks customer and keeps its name and value.

2. WS_Quickbooks.createCustomerRecords saves the term's QuickBooks Id on the customer record.

3. The Term__c lookup is first cleared, then linked only if a Quickbooks_Term__c exists with the same QB_Id__c for the same company.

4. Terms are synced by BatchAllQBSFTermSync before customers, so the matching term records already exist when the customers are processed.

4.2 Invoice default term

CMQBConnectorUtility.applyCustomerDefaultTerm(invoices, companyRecordId) runs just before the invoice is sent to QuickBooks. It is called from:

• BatchSFQBInvoiceSync

• QueueableAutomateQBService

An invoice gets the customer's term only when all of these are true:

• It is a new invoice (no QuickBooks Id, no SyncToken, or a locally built placeholder Id).

• It has no term of its own (terms and salesTermRef are both blank).

• It has a QuickBooks customer reference.

• The customer record has a Quickbooks_Term_QB_Id__c for this company.

• That term exists and is active (Active__c = true) for the company.

When it applies:

• terms and salesTermRef (value and name) are set to the customer's term.

• Due Date is recalculated as Invoice Date plus the term's Due_Days__c.

• The date keeps its original format, either yyyy-MM-dd or the running user's locale format.

4.3 When nothing changes

• The invoice has an explicit term.

• The invoice already exists in QuickBooks.

• The customer has no term, or the term is inactive or not found.

• Any error inside the method is caught and written to the debug log. The invoice is then sent as before, without a default term.

5. Prerequisites

• Run the term sync (BatchAllQBSFTermSync) before the customer sync, and again whenever terms change in QuickBooks.

• Customers must be synced from QuickBooks so their term fields are populated.

6. Testing

CustomerDefaultTermTest covers:

• Mapping SalesTermRef from the customer response.

• Linking the Term__c lookup in createCustomerRecords.

• The invoice fallback: ISO and locale date formats, inactive term, no term, explicit term, and existing invoice.

7. Troubleshooting