Method:Classic General Q&A

Re: Receive Payments Screen question

pholcer — Fri, 28 Aug 2009 21:37:14 GMT

Looks great!! I will have my clients look at the customer list for updated account balances after the sync is complete.

At a quick glance, it looks good from my end as well. Thanks much for your work on this!!

Re: Receive Payments Screen question

Anonymous — Fri, 28 Aug 2009 21:14:06 GMT

Hey Phillip,

So I've tested it out on my side and it seems to be working now. If you make an overpayment, you will be prompted with a message asking if you want to overpay. Once the payment is saved, it's pushed to QB then QB sends back the data for credits.

In order to see the credits you need to make sure that QB is open so it can sync. If QB is not open, then you will not get to see the credits until the next time the sync engine runs.

Re: Receive Payments Screen question

pholcer — Fri, 28 Aug 2009 15:12:55 GMT

Good morning Ryan! Any new news?

Thanks!!
Phillip

Re: Receive Payments Screen question

Anonymous — Mon, 24 Aug 2009 20:57:58 GMT

Hey Phillip,

Check back on thursday after the updates, should be all fixed then.

Re: Receive Payments Screen question

pholcer — Wed, 19 Aug 2009 21:19:13 GMT

Thanks! Still throws the yellow box warning...payment not ready to be sent to QB. ???

Re: Receive Payments Screen question

Anonymous — Tue, 11 Aug 2009 20:36:23 GMT

Hey Phillip,

We have added a feature to this screen that will now ask you if you're ok with paying more than the outstanding balance. After the payment is posted to QuickBooks, Method will display the unused credits.

You should see this on the next update within a week.

Re: Receive Payments Screen question

pholcer — Mon, 10 Aug 2009 23:31:47 GMT

Ryan,

I don't know that we ever resolved the over/under payment behavior on the received payments screen so it emulates QBs ability to specifically apply payments even in the case of a customer paying a few dollars over or under.

This last post of yours was related to the sales receipt problem which I believe was resolved.

The receive payment issue I think is still open.

Thanks!!
Phillip

(We've been out of town for a week otherwise I would've posted sooner! :)

Re: Receive Payments Screen question

Anonymous — Wed, 29 Jul 2009 13:25:17 GMT

Hey Phillip,

I have looked into this and I think it may be item specific. Do you have this problem with all items? if not, can you let me know what the item is that’s doing this. It may have something to do with the Item Name. Also can you post the description that it should be showing.

I hope to get back to you later today about this.

Re: Receive Payments Screen question

pholcer — Wed, 29 Jul 2009 00:50:48 GMT

Ryan,

How are we coming on this?

Thanks!!

Re: Receive Payments Screen question

pholcer — Fri, 24 Jul 2009 17:14:54 GMT

Will do! Thanks for the update!!

Re: Receive Payments Screen question

Anonymous — Fri, 24 Jul 2009 17:10:27 GMT

Hey Phillip,

I am looking into this for you and I will post something as soon as I can.
Check back Monday afternoon I should have something then.

Re: Receive Payments Screen question

pholcer — Fri, 24 Jul 2009 05:49:49 GMT

Okay, here's where I'm at now.

The save button pulls from the receive pymts table / unused pymts field. There is nothing in that field for it to pull into the screen.

So it throws the error.

For some reason, when there is an overpayment (receive payment amount > invoice applied amount or invoice amount??) the overpymt is not being updated into the receive pymts table/unused pymts field.

Any ideas?

Thanks!!

Re: Receive Payments Screen question

pholcer — Thu, 23 Jul 2009 19:45:58 GMT

Ryan,

Thanks for your help on this! I'm still a little bit at a loss here. I've removed the actions that display the stop message in three places: 1) the pay selected invoices 2) save button 3) save/new button

I'm still getting the message when I hit the save or save/new button.

I see the unused payment section that you have built in but nothing is calculating in that section. It looks like it's stopping still at the save or save/new buttons even though I've removed the action.

The warning message I get is as follows:

"The Payment is not ready to be sent to QuickBooks. The payment totals in the selected transactions do not match the payment amount. Click here to remove this message."

Thanks for any help!!

Re: Receive Payments Screen question

Anonymous — Tue, 09 Jun 2009 20:00:14 GMT

Hey Phillip,

The answer to the question is yes, this can be done. However, the original design of the screen was not planned to be used like that. If you customize the screen you could have it work the way your client would like.

As a tip to get you in the right direction. You would need to start by removing the action that displays the stop message.

Re: Receive Payments Screen question

pholcer — Mon, 08 Jun 2009 22:17:30 GMT

Ryan,

Thanks for letting me know how it functions. The scenario I need to solve for is my client has customers who pay specific invoices and on occassion, they over pay. So they might pay 10,000.00 to cover 5-10 invoices. On one of those invoices they may have transposed the numbers and may end up with a 9.00 overpayment.
My client needs to be able to pay specific invoices and then have a credit balance of 9.00 sit on the account.
The other side is true also. There may be one invoice that is under paid by 9.00. Can we have the balance left at 9.00 when we choose not to auto apply?

Thanks much for your help!!