Method Community

That's great Mark!  Justin, you can use the List Builder to send out mass overdue balance emails. Here is an article in our Help Center about the List Builder. In these emails, you cannot include an attachment of their invoice(s), but you can include a link to the Contacts portal where the recipient can log in ...

Hi Martin, As you mentioned, the estimate report displays the USD currency due to a script in the background. We reviewed similar older issues, and have come across a workaround to resolve the script issue. Please follow the steps below: Open report designer and copy the estimate report template. This is required because any ...

This question came in from Nick: What actions do I use to delete multiple opportunities? Hi Nick, This can be done a number of different ways.  I'd recommend creating a screen with a grid that shows all of your opportunities (you can even edit the existing Opportunities screen).  Include a checkbox in the grid and have a button ...

Kalvin, thanks for the update. I'll keep an eye out for further news.

I am practicing invoicing for the first time. 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.? 2-When you delete an invoice the services in that invoice do they goe back to "to be invoiced" ? 3- How do ...

Hi Justin We've had several clients request this feature and have been working on a solution.  Currently it's working in our labs and we should have a working app by the end of the summer. 

Thanks for getting back to me. Can the Overdue balance reminder template include a statement or overdue invoices as attachements.? Can you send it to a batch i.e. everyone with overdue balances with one click? Thanks Justin

Let me correct myself. Unfortunately Quickbooks does not allow 3rd party apps to access that field. The same goes for the other vacation related fields in the Employee table. This is a limitation of the Quickbook's SDK. If you need to update an employee's Vacation time, you will have to do it through Quickbooks. Here ...

Allison asked -  "The reports are printing out incorrectly. When I create an estimate that is a little longer, the first page will not have any of the item information or descriptions. It will start showing that info on the second page. However, when I view longer estimates in the preview screen in Report Designer, it looks fine. Can ...

This question came in from Nick: Is there any way to get Method to show all the Sales Orders for a customer in the Customer window? Hi Nick, By default, Method will show all transactions for that client under the Transactions tab in the Edit Customer screen. If you edit the grid, you can create a custom filter by view to show only ...