Method:Classic General Q&A

Re: Payment posting from calendar

Method_Jeff — Mon, 01 Dec 2014 20:37:14 GMT

Hi Michael

I believe these are the two posts that are linked above.

One Invoice with multi workorders

Webinars

If these don't answer your question please feel free to create a new post.

Jeff

Re: Payment posting from calendar

m.mehr — Mon, 01 Dec 2014 19:50:04 GMT

Greetings from Las Vegas!

Can you please give me a working link to the post regarding AR Statements that is referenced in this post? When I click the existing link it says

This webpage has a redirect loop

Re: Payment posting from calendar

Method_Michael — Mon, 19 Sep 2011 13:55:31 GMT

Hi debwiddi,

You can customize it yourself or you can get us to customize something like this for you for a fee. If you haven't already done so watch the webinars found HERE, and they are good starting point to learn how to customize Method.

Something like this is really hard to answer on the forums because it involves a lot of variables based on what exactly you want to do and how you want to do it.

-Michael

Re: Payment posting from calendar

debwiddi — Fri, 16 Sep 2011 21:32:19 GMT

And how do I customize the screen for receiving a payment from the work order?

Re: Statement Processing

debwiddi — Thu, 15 Sep 2011 15:41:22 GMT

I honestly didn't know I could. I am not the one that does our QB, the owner is. That would be great if I could get rid of one more job ;)

Re: Payment posting from calendar

Method_Michael — Thu, 15 Sep 2011 13:46:39 GMT

debwiddi-

For statements it is possible but it involves some customization, this post HERE may point you in the right direction.

It is possible to post a payment(Recieve Payment) when closing a Work Order but you would need to customize the screens.

-MIchael

Re: Payment posting from calendar

LaCrews — Thu, 15 Sep 2011 11:16:28 GMT

Yes, this is possible also but this could be a complex customization.

Re: Statement Processing

LaCrews — Thu, 15 Sep 2011 11:14:30 GMT

Yes, this is possible but why wouldn't you just send the statements from QB.

Payment posting from calendar

debwiddi — Wed, 14 Sep 2011 22:24:38 GMT

Also, can we post a payment while closing the work order from the calendar as the job is completed?

Re: Statement Processing

debwiddi — Wed, 14 Sep 2011 22:22:54 GMT

Yes. We have some clients that we send a monthly statement to. Is it possible to just send statements of accounts with balances on a monthly basis?

Re: Statement Processing

Method_Michael — Wed, 14 Sep 2011 20:39:15 GMT

Hi debwiddi,

Can you be a bit more specific on what you are trying to do?

-Michael

Statement Processing

debwiddi — Wed, 14 Sep 2011 19:34:10 GMT

How can I process statements on accounts for our customers?