Method Community

In this case it sounds like you also changed the tab link for Invoices since my stock screen does not have this problem.  If you've made a copy and replaced the tab links, it'll replace it everywhere, including the GoTo links. ~C

[quote user="smohyee"]Is there a monthly charge to enable that Hosted PayPage service to process payments within Method?[/quote] I found this page on the Intuit forums.  It should give you the costs associated with the Hosted PayPage. ~C

[quote user="MikeB"]when I View the stock Customer Edit Screen and select New transaction/New Estimate, I get an error message about links.[/quote] It sounds like you made a copy of the screen and replaced the links - this would have broken the connection between screens. [quote user="MikeB"]Also, as a test, I logged an ...

Susanna, If you're wondering why it wasn't deleted from QuickBooks it's because this item is already in use on a transaction which mean QuickBooks will not delete it.  The alternative here is to set the item to inactive instead of deleting it.  You'll also need to create your new item with a slightly different name since ...

[quote user="Susanna"]How do I enable entry of this item?[/quote] My post above covers QuickBooks Online but this reply will cover QuickBooks Desktop. It sounds like this item was used in an invoice, in this case your item was never deleted in QuickBooks, it was simple made inactive.  If you look at the QuickBooks tab under the ...

[quote user="JKM@SA"]Would appreciate if you look into it.[/quote] We're pushing out an update this week to correct this - I'll update this post with the release notes when it goes live. ~C

[quote user="Susanna"]How do I enable entry of this item?[/quote] It sounds like you need to sync after you delete the item.  Are you on QuickBooks online?  If so, make sure you click the sync with QB Online button to push the changes over. ~C

[quote user="MikeB"]We have a series of custom screens, and our "Edit Customer" screen shows transactions only, and not Estimates.[/quote] On the stock Method screen for editing a customer under the transactions tab, this list includes all transactions including Sales Order, Estimate and Invoice.  Your stock Method screen ...

[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote] I have to correct my first post but I wanted to let you know that yes, you can search both Leads and Customers at the same time.  On the Leads page or the Customers page there's a search button near the top right.  From the search ...

I just want to follow up on my post.  By default, estimate items should only be showing Active items.  If you're looking at a stock Method screen and it's showing inactive items, I can ask the dev team to look into it.  Please confirm. ~C