Method Community

Thank you for the reply. I am trying out another solution that I think will work for this customer. If this doesn't work - I will see if you can point me in the direction I need to go to attach a file to the email. Thanks, Annette

To clarify - I mean I can point you in the right direction on how to do this kind of customization. - Adam

[quote user="VARC_Annette"] He wants to send PDF invoices as he has done in the past from QuickBooks.  [/quote] Annette - To add to this, you can send a traditional PDF along with the email through customization of the invoice screen.  I can walk you through the steps if you wish. - Adam

Hello, I wanted to confirm that a Payment Gateway setup is required for each payment type we offer our customers: VISA, MC, AMEX, and DISC all though Auth.NET According this this thread that is the way yo setup the gateways: http://www.methodintegration.com/cs/forums/p/2758/10371.aspx#10371 If this is accurate, how do we setup Intuit Payment ...

Hi, I want to change the wording "close date" to something else.  I don't want to change it's use, functionality, or anything else.  I just want those 2 words to read differently.  How can I do this so wherever it's used, is read different?  Thanks. Shaun

Hello Community! We are excited about the possibilitlies of transistioning to MethodCRM but we have a couple of technical questions. Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables? Also there is obviously a default filter for the ...

[quote user="bobbie56"] We are wanting to install the new QB 2013.  Can you please confirm that Method has been updated for the new Quickbooks 2013?  Thank you. [/quote] Hi Bobbie, Yes, Method is compatible with Quickbooks 2013.  Please be aware that some new features in QB 2013 will not ...

Good Morning, We are wanting to install the new QB 2013.  Can you please confirm that Method has been updated for the new Quickbooks 2013?  Thank you. Bobbie

Hi Annette, There is no way to disable a portal.  Are the customers being sent emails with the portal link in them from Method?  If so, you could find the email template being used under the tab Home > Email Templates, and alter the template to remove the link to the portal.  The Invoice Notification template has such a ...

Hello, I was wondering if this had been changed and the portal can be disabled entirely. I have a client who does not want to use it at all. He wants to send PDF invoices as he has done in the past from QuickBooks.  I understand the why's of this, but he still does not want his customers receiving the link at all. I considered the ...