Method:Classic General Q&A

Re: Applying a payment to more than one customer job

Method_Michael — Wed, 13 Apr 2011 20:45:09 GMT

Hi Gary,

The answer to your question is yes . The current list of invoices in the Receive Payment screen is filtered by customer (Customer = Value from Screen) but you can change that filter (Customer Contains value from screen). So for example before if John Smith was your customer it would only show results equal to John Smith but if the filter is changed to contains it will show invoices for John Smith:Job1,John Smith:Job2,John Smith:Job3 etc.,

-Michael

Applying a payment to more than one customer job

GaryK — Wed, 13 Apr 2011 17:48:15 GMT

We have customers with several jobs. We send out invoices from the various jobs and the customer sometimes pays multiple invoices with one check. In QB, the receive payment screen shows all of the invoices under the customer so it is easy to apply to the proper invoices. In Method it appears that you can only choose the main customer name or one of the jobs. Thus I am wondering if Method can accomodate a customer payment that covers invoices under various jobs????