In addition to default field mappings, you can add a terms mapping from Salesforce to Stax Bill. To set up a mapping complete the following:
In Salesforce, you will need to create a custom field to be used to hold the terms that will be used. You can create a dropdown menu to use the terms that will be used. The terms that must be used must follow the proper syntax and terms that are supported by Stax Bill. The table below shows the syntax and terms supported by Stax Bill.
|DayOfMonthX||Where X is the day of the month 1-31. e.g.,DayOfMonth16|
|MFI1||Month following Invoicing|
|Null||Use default settings in Stax Bill.|
Stax Bill UI
- On the left menu, click Setting >Integrations >Salesforce.
- On the Salesforce page, on the top right, click Field Mapping.
- On the Field Mapping page, select the Salesforce field that you used for the terms. Next, select the Stax Bill field called Terms.
- Click Save.