Re: Choose which QB invoice when posting to QB

Method_Samuel — Tue, 02 Jul 2013 16:13:34 GMT

Hello Jule,

Quickbooks and Method do not share custom templates for printing or emailing. However, you can accomplish the same type of workflow by utilizing Method's print and email templates. At the bottom of the New/Edit Invoice screen click More Actions... Select Choose email template to set the email template for that invoice *Note: You can customize email templates from Home > Email Templates. Emailing an invoice will give the customer a portal link to their invoice in Method. You can also select Customize Print Templates to choose an existing template or customize your own by downloading out Report Designer.

Sam

Choose which QB invoice when posting to QB

Jule — Mon, 01 Jul 2013 16:57:58 GMT

I have two different invoice templates in QB. One for a "to be printed" invoice that prints on a preprinted form and only prints the data. It is called "Preprinted Invoice". The other is for email invoices and prints our logo, address and all the data. It is called "Invoice with Logo". I have tried creating a dummy invoice with the correct template before posting to QB, but that doesn't seem to work. Is there anyway to get the invoices that have been posted to QB to appear on the correct template?

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Re: Choose which QB invoice when posting to QB

Choose which QB invoice when posting to QB