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Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/17520.aspxWed, 15 May 2013 14:06:23 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17520Method_Jason0http://forums.method.me/cs/forums/thread/17520.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17520<p><span id="mce_0_start" style="overflow:hidden;">Hi Marcelo,</span></p> <p><span id="mce_1_start" style="overflow:hidden;">When you are creating an invoice in Method, you will always be given the option<span id="mce_2_start" style="overflow:hidden;"></span><em> <span id="mce_9_start" style="overflow:hidden;"></span>To Be Emailed In Quickbooks<span id="mce_2_end" style="overflow:hidden;"><span id="mce_9_end" style="overflow:hidden;"><span id="mce_12_start" style="overflow:hidden;"> </span></span></span></em><span id="mce_2_end" style="overflow:hidden;"><span id="mce_9_end" style="overflow:hidden;"><span id="mce_12_start" style="overflow:hidden;">(see the screenshots below)</span></span></span>.<span id="mce_4_start" style="overflow:hidden;"> This field will sync with the same field in Quickbooks. <span id="mce_5_start" style="overflow:hidden;"><span id="mce_11_start" style="overflow:hidden;">With a bit of customization, you shou<span id="mce_18_start" style="overflow:hidden;"></span>ld al<span id="mce_16_start" style="overflow:hidden;"></span>so be able t<span id="mce_17_start" style="overflow:hidden;"></span>o&nbsp;<span id="mce_14_start" style="overflow:hidden;"><span id="mce_15_start" style="overflow:hidden;"><span id="mce_30_start" style="overflow:hidden;">flag</span>&nbsp;which customers will have this <span id="mce_19_start" style="overflow:hidden;">field</span>&nbsp;checked by default, and which ones will have this field unchecked by default.&nbsp;<span id="mce_20_start" style="overflow:hidden;"><span id="mce_21_start" style="overflow:hidden;">To do this, I suggest creating a <span id="mce_31_start" style="overflow:hidden;">new&nbsp;</span><span id="mce_32_start" style="overflow:hidden;"></span><em><span id="mce_34_start" style="overflow:hidden;"></span>YesNo<span id="mce_32_end" style="overflow:hidden;"><span id="mce_34_end" style="overflow:hidden;"></span></span></em>&nbsp;field in the <span id="mce_35_start" style="overflow:hidden;"></span><em>Customer<span id="mce_35_end" style="overflow:hidden;"></span></em> table&nbsp;<span id="mce_23_start" style="overflow:hidden;">that <span id="mce_37_start" style="overflow:hidden;"></span>sets<span id="mce_37_end" style="overflow:hidden;"></span> which customers are <span id="mce_38_start" style="overflow:hidden;"></span><span id="mce_39_start" style="overflow:hidden;"></span><em>To Be Emailed in Quickbooks<span id="mce_39_end" style="overflow:hidden;"></span></em> by default.&nbsp;</span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_41_start" style="overflow:hidden;"></span>Jason<span id="mce_42_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_24_start" style="overflow:hidden;"><img src="http://i.imgur.com/7tW1muL.png" width="350" alt="" />&nbsp;<img src="http://i.imgur.com/H7H0sPL.png" width="450" alt="" /><span id="mce_25_start" style="overflow:hidden;"></span><span id="mce_27_start" style="overflow:hidden;"><span id="mce_28_start" style="overflow:hidden;"><span id="mce_29_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></span></span></span></span></p>http://forums.method.me/cs/forums/thread/17517.aspxWed, 15 May 2013 03:48:06 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17517Marcelo117560http://forums.method.me/cs/forums/thread/17517.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17517<p><span id="mce_0_start" style="overflow:hidden;">How do I set a client so when I do invoices and they&nbsp;sync with QB&nbsp;<span id="mce_2_start" style="overflow:hidden;">, it will sync as a to be emailed?</span></span></p> <p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_2_start" style="overflow:hidden;"></span></span>In other words I use billing solutions from<span id="mce_3_start" style="overflow:hidden;"></span> intuit, so some customers will need the invoice to be emailed, how do I do this???</p>