Method Community

I am trying to generate invoices that also show all related payments against these invoices.  I don't see any way to actually link the receive payments table to the invoice table.  There must be some way to generate an invoice for a customer to show payments that have been made and the remaining balance?

The following updates are now live for users of Method. Bug Fixes Fixed an issue with hidden values on Editable Grids (PL-15921) Fixed an issue for SaasPhalt App customers (PL-16073) Fixed an issue with Authorize.net override URL (PL-16158) Fixed an error with loops through attachment action (PL-16249) Fixed an error  with editable ...

Inspect my post history you might find something that will help you there.

You can edit everything from their form editor. Its a little complex but once you spent some time looking around you will see how to insert new fields. For all of their form you can enter edit mode (forgot exact procedure since I've been working on that project long time ago) and from there inspect their built in solution and try to apply ...

What was it that you found out ?? I am trying to determine the same, and any insight would be appreicatd.

The following updates are now live for users of Method. New Features Added support for QBO UK as well as QBO Multi-Currency (PL-15956) Reports added to the Invoices, Estimates, and Purchase Orders Apps (PL-4363) Bug Fixes Updated captions on the Bills screen for QuickBooks desktop (PL-15640) Corrected the item cost price logic on ...

Hi Ricardo,   I am not using QB online yet and am still with the Desktop version.  However, I believe you will need to change that in the report designer, or maybe there are multiple estimate form options already.  If you download report designer (pretty sure it needs windows operating system) you would be able to look at the forms ...

Hi Alanna!  I just signed up for Method CRM to work with Quick Books online. My problem is that on estimates, the name of the customer does not appear in the print version, only the address. In invoice it does appear. I could not find the way to add the fields of name and last name to the table in Method. Any clue? Thanks for ...

Hi Maureen, I just signed up for Method CRM to work with Quick Books online. My problem is that on estimates, the name of the customer does not appear in the print version, only the address. In invoice it does appear. I could not find the way to add the fields of name and last name to the table in Method. Any clue? Thanks for your ...

Hi there, Thanks for posting! Im sorry to hear you are having issues with the Report Designer. Can you try creating a copy of the report and testing this out on the copy? perhaps try another PC if you have one available?  If you are having troubles there too - please feel free to reach out to us at success@method.me or ...