Method Community

Thank you, Michael!

Hi Paul - just checking in to see if anything has changed since April.  If Estimate > Invoice is still not a possiblity, will going from an Estimate to a Sales Order and then an Invoice reflect correctly in QuickBooks (with closing the estimate and then showing the sales order as invoiced)? Thanks!

Hi Michael, I think I figured it out.  The message is there - it just disappeared quickly before I could catch it and it's not very prominent. Thanks! Tricia

Hi Michael, Yes, I also made a copy of the standard invoice in the same Method account that is having the issue.  The only thing I added is the Conditional Warning and it is doing the same thing as my altered screen. There is no warning message and it partially saves the invoice.   Thanks!

@ Michael - the invoice saves fine without the Conditional Warning.  When I add it, that's when the saving is altered and I do not get a prompt about the missing class.  I remove it, and it saves like it should again. On this screen, it only has one save button (no Print Preview, etc.). This screen is an altered standard invoice to ...

@ Michael: It is saving beyond the normal saving when you select the customer.  It saves the line item information but doesn't calculate the total invoice amount, show customized messages, etc. @ Michael & Val:  The Value on Screen I am referencing in the Conditional Warning action is the Caption from the "Dropdown Field ...

Hi Val, When I add a conditional warning to an invoice, to make sure a class is entered, the message does not appear and the invoice still partially saves without completing other actions in the action list.  This is what I have set-up for the conditional warning: Value From Screen - Class Equal to Type In - <field left ...

That certainly did the trick.  Thank you!! 

Hi Michael - thank you for the reply.  I will try that and report back.

Bump