Method Community

After completing a work order and instructing the item to be billed, it is unclear how to effective generate the invoice in Quickbooks. We have not been able to find a solution, can someone advise or direct me to the proper procedures for getting completeed workorders to sync and issue billable invoices. thanks tom

Shaun, The calculations in amount are done behind the scenes to ensure data integrtiy with Quickbooks.  Chad gives some good detail here about how and why it works like this.  My suggestion would be to hide all but the item, description and rate (hide the Amount field).  You can then rename the Rate field and ...

John, Thank you for your suggestion. How easy (or complicated for that matter) is that to do? I'm pretty new to this program and haven't had the time to figure everything out yet.

Hi, You wouldn't have to rename the lead.  What you should do is edit the Lead, and you'll see a section for Additional Info.  In this section there will be a dropdown box where you can link the lead to a job. You could still rename the Lead if you wish, but it's important to link the Lead to a Job using the ...

Done. Now when I type in the amount and hit update, the amount changes to 0.00.  It seems amount programmed to calculate by multiplying quantity X rate? how can change this so i can manually enter amount?

Kate, This is what I would do.  Creat a whole new grid from the customer table, filter that grid with only customers that are not active or what ever you only want your sales people to. When the sales person calles the  person and they want your services, just go into your normal way of doing business.   John M

[quote user="swm023"] For my invoices I only need Item, Description, and Amount. [/quote] Hi Shaun, What you can do is hide the fields you don't need when the screen first loads.  To do this, you will have to customize the screen a little bit.  I'd make a copy of the screen and edit the copy.  When ...

We are trying to recover our lost customer base. So, the problem with typing in the first/last name to skip through vendors is that my staff is not familiar with names on the list, and I don't want a potential recovered customer to get skipped over because someone mistyped or simply didn't see the name on the list. I also don't want ...

Yes after you've uploaded a document through Method to SmartVault and move it around to different folders it will still be linked correctly in Method. The folders within your Company Account name in SmartVault are there for organizational purposes. You can have some documents in one folder and other documents in another folder, e.g. Training ...

Hi Neil, I believe you're looking for the Desc field in the SalesOrderLine table.  I did a quick test and when I made a change in the description in a sales order in QB, it was reflected in this field in Method.  I hope this is what you are looking for.   - Adam