Method Community

I can't use the HTML version like you because we request the customer's to sign the Sales Order. Our transactions are large and orders cannot be processed without the card's holder signature. Moreover, the Sales Order in a PDF looks much more professional than a simple HTML email. It includes Shipping & Billing ...

FYI - to anyone reading this. This was changed from a 10k limit to a 1,000,000 cell limit. So if you have only 10 fields you are pulling out, we allow up to a 100k record pull at a time. Paul

So basically you are calling an Invoice a "report" - From a development point of view and especaiily in QuickBooks, an Invoice or a Purchase Order are not really considered to be a report. The invoice only includes the list of items and the customer's information. I can generate it from within my app directly but as Method does it ...

Also - does it have to be a PDF attachment? If you are using the API, then it means you are a coder. If you are a coder, you can easily build an HTML invoice to send - which is even more convenient to your customers (they don't need to open a PDF). The monthly invoices that come from your Method subscription are just HTML, and we use our own ...

Hi Nick_Warren From what was explained to me you can't do this the manner you are asking/suggesting.  There is no way to generate a method report using the API.   The good news is that you can accomplish your end goal by: using your API application to extract the data and having the application generate the report.  If you ...

I know this was previously asked but I honestly did not understand the answer so decided to try again. Our scenario requires us to send roughly 100 invoices daily to customers. We use the API to push invoices to QuickBooks from our own application. I would like to use the API to generate an email with an attachment and to send it to ...

Ted, Thanks for the quick response.  I had already tried all that, and it doesn't help. Furthermore, date formatting should only affect the way dates are displayed; the underlying value remains the same. So, it should have no impact on any logical value comparisons. That's the first thing that should be fixed, if in fact that's ...

@MisterBill - here's things I can think of: 1. The invoice as the "Waiting For Sync Approval" checkbox checked on. 2. You haven't clicked Save after adding the line items (if entering the invoice through the regular interface). 3. You haven't called the "Send to Desktop" action (if you are entereing the invoice ...

what would cause invoices created in method not to come to quickbooks?

I only use the generate report function to test my reports.  I find the preview screen to be extremely buggy and will not show any results at times, even though a generate report with a wide open filter range will show hundreds.  I really wish Method would spend more time working with this report designer and work out all the ...