## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I sync payment terms from Accounts or Contacts in Zoho CRM to Customers in Zoho Books?

Zoho CRM doesn’t have a default Payment Terms field in the Accounts or Contacts module. To sync payment terms from the Accounts or Contacts module in Zoho CRM to Customers in Zoho Books, create a custom field for payment terms in Zoho CRM and map it to the Payment Terms field in Zoho Books.

Here’s how you can create a custom field for Payment Terms in Zoho CRM:

*   Log in to your Zoho CRM account.
*   Go to **Setup**.
*   Select **Modules and Fields** under _Customisation_.
*   From the _Modules_ tab, select the **Accounts** or **Contacts** module that you want to sync with Zoho Books.
*   In the next page, click **Standard** under the _Layouts_ tab.
*   Drag and drop the **Pick List** field from the _New Fields_ pane, then rename it to **Payment Terms**.

![Zoho CRM Payment Terms custom field](/books/kb/images/integrations/zohocrm-picklist.png)

*   In the Pick List Properties pop up:
    *   Enter the **Field Label** and select your _Pick List Type_ as **Local**.
    *   Enter the _Pick List Option_ as **Net 15, Net 30, Net 45,** etc.

**Note:**The options that you add to the payment terms pick list in Zoho CRM must match the Payment Terms options available in Zoho Books.

*   Click **Done**.

![Zoho CRM integration with Books Edit option](/books/kb/images/integrations/zohocrm-picklist-popup.png)

Now, you can map the custom field you created in Zoho CRM with the corresponding Payment Terms field in Zoho Books. Here’s how:

*   Go to **Settings.**
*   Select **Zoho Apps** under _Integrations._
*   In the _Zoho Apps_ page, click **Show Details** next to Zoho CRM.
*   In the _Connect Zoho CRM_ page, navigate to the _Configure Modules to Be Synced_ section, and click **Edit** for the module you’ve synced.

![Zoho CRM integration with Books Edit option](/books/kb/images/integrations/zohobooks-crmintegration-edit.png)

*   In the _Connect - Accounts/Contacts in Zoho CRM_ page, navigate to the _Map Fields_ section.

![Zoho CRM integration with Books Edit option](/books/kb/images/integrations/zohocrm-primarycontact.png)

*   Click the dropdown next to _Payment Terms Label_ in Zoho Books, then select the corresponding custom field that you created in Zoho CRM.
*   Click **Save and Sync**.

The payment terms from the Zoho CRM Accounts or Contacts module will now be synced with the Customers module in Zoho Books. You can update the payment terms for the existing Accounts or Contacts in Zoho CRM using the [bulk update option](https://www.zoho.com/crm/developer/docs/api/v8/mass-update-records.html).

If you change the Payment Terms value for a customer in Zoho Books, it will be synced to the corresponding Account or Contact in Zoho CRM, provided the same value is available in the Payment Terms picklist in Zoho CRM.