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No. There is a unique reference number on the payment receipt. Also, it is the only payment receipt in both Quickbooks and Method for the customer.
By the way, you're using the term "Bills", but I'm not talking about Bills from vendors; I'm talking about Payments from customers.
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If I create an opportunity listing an amount of $100, then create an estimate for $200 and attach it to the opportunity, does it have any effect on the opportunity amount, or visa versa? I'm not showing that it does, but I'm also using an outdated screen.
My real question is: How do the amounts from Estimates & Opportunities ...
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Thank you Dave!!! Totally did the trick. We're back online. And if this happens again it should recover automatically.
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We have 3 types of Work Orders - one that we use most often (currently set as the Default template and 2 others that we use occasionally. I would like to keep the default as is but add 2 more buttons that print the 2 other Work Order reports. That's why I want to omit the default actions. Please let me know if I can do this.
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[quote user="JKM@SA"]That worked great.[/quote]
There's an easier way to change this for future reference, on the dashboard for Field Service Center, under settings, click Customize Templates - here you can adjust which report is called on the Default Work Order Template (Print).
[quote user="JKM@SA"]I want to omit the ...
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Hi Bob Stein,
This issue is now resolved...please try again now
Dave
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Hi Bob Stein,
I have managed to reproduce this issue and will let you know when there is a resolution.
Dave
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RecordID 394 stuck in Invoice table purgatory.
MethodAPI response = "Save Warning: The invoice is not ready to send to QuickBooks. The RecordID 394 does not exist."
to a MethodAPIDeleteV2 call (via HTTP POST) with ...
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If we use Method's document managment but down the road decide it's taking up too much space and want to start using Smart Vault, would it be recommended that we migrate everything to Smart Vault or could we keep documents in 2 places?
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That worked great. Thank you. However, I want to omit the actions where it looks to the Default Work Order Template. Can you tell me which actions to delete?