Method Community

Hi! This is Jason from the support team, and today I’m going to talk about how to customize price levels! "Price levels" is a feature in QuickBooks Desktop that allows you to set custom pricing for different customers or jobs.  I have found that many users ask me how to use price levels in Method, and I tell them that ...

Hi David, Unfortunately, there is no way to automate the sending out of the overdue balance notificiation.  These must be sent out by a Method user when they click an event (a button for example).  You can see this post for a more detailed discussion.  In the post, Jason mentions that you can use the Listbuilder to send out ...

Hey DavidD, You can do something like this by writing up the code in HTML, you can edit the template code by clicking the HTML button on the toolbar. Perform a quick search online for assistance on getting this done. I found an example that may help but it isn't exactly what you're looking for. Remember to use your actual portal URL in ...

Jason, thanks. After reading this I amended the actions to work on the rate rather than the amount. All seems to be working now for per item and fixed percentage price levels.

Hi DavidD- The easiest way I know to find out what the field name is for any particular piece of information is to export that table and see the data in each column.  The column header is the field name.  Go to the Customize tab and click on Integration Tools, to find the Import/Export tools.  Just viewing the list of field names ...

I want to add the name of the contact from a customer, to which the email is being sent, to the email template for estimates and invoices.  What is the field name called?   Also, what is the field name called for the vendor contact?  I want to do the same with the purchase order email template i created.

I am looking for some general information/advice.... What triggers this overdue balance reminder email to be sent?    Long story short I created 4 additional overdue balance reminder emai templates that I wish to send out at various intervals (3 days past due, 20 days past due, 45 days past due, etc).  I'm hoping to automate at ...

I can create "New" reports without an issue and yes I have data.  When I try to open a report I get this message, but there is no way for me to save the report because I'm never allowed to open it in the first place. Thanks, Brian

When is this "notification of payment recieved" sent out?  Is it only sent out if the customer makes a payment on the portal?  If its not limited to just that, what are all of the actions that triggers it?   Also, If I receive payments in quickbooks will that still email out via Method due to the sync? Finally, ...

Perfect info, thanks again!