Setup ConnectWise > Step 3 > Update Terms XRef

Update TermsXRef

Open Connectwise, and navigate to:

Setup  > Setup Tables

  1. Search for "Billing Terms" in the [Table] field
  2. Select the Billing Terms" setup table

For each Billing term > Update the Terms Xref Field

Select each of the terms records, and update the Terms Xref: field to represent a numeric value of the number of days

  1. Update Each record in the list by selecting the description field
  2. Update the Terms Xref field to represent the number of days as a whole number.

Note: For special such as "20th of Next Month" terms refer to

  1. Click 'Save' or 'Save and Close'
Repeat Steps 1 - 3 for all records in the Billing Terms List

Paul is the author of this solution article.

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