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Thank you, although it doesn't seem there are any prompt screens showing the status of the payment transaction (i.e. Processing, Successful, etc). What is the relationship between the Method Payment Screen, the 3rd Party Merchant Service, and the Method Portal? Is it some sort of hidden re-direct that processes the payment?
Since you ...
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I am trying to write an estimate for a service items for my company.
The inventory items appear on the estimate without any problems but when I try to put a service item into the estimate it appears on the Method screen but nothing appears on the print preview.
Any suggestions.
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I need to correct a statement in the previous post. Opening the action later in the day revealed that the changes I was trying to make did not save.
If the Contact ID is truly optional, why is Method requiring it?
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Looks like it's free for existing accounts then: here's a quote from that link:
"Already have a QBMS merchant account?
You can turn on Hosted PayPage processing for an existing merchant account. There are no additional monthly service fees associated with this feature."
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I am editing the 'Email' hidden button on the Contacts screen. I edited the 'Create Short Method URL' to change the portal being used. The 'Contact RecordID (optional):' field was empty when I opened the action. I left it empty. However, when I Save & Close, I receive ...
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I do not think that I have changed any links. All I have done is made copies and selected: do not add a tab link every time.
Here are the steps I'm taking:
Go to the Customize>Screens
Select "View" for CRM_EditCustomer
The screen opens, but all fields are blank, which seems to make sense because I'm only opening ...
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[quote user="JKM@SA"]Is there a way to link a vendor bill to the job costing in a work order so that it doens't have to be manually entered again?[/quote]
Not within stock Method but that's not to say you couldn't build a process to link a vendor bill to your work orders.
~C
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In this case it sounds like you also changed the tab link for Invoices since my stock screen does not have this problem. If you've made a copy and replaced the tab links, it'll replace it everywhere, including the GoTo links.
~C
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[quote user="smohyee"]Is there a monthly charge to enable that Hosted PayPage service to process payments within Method?[/quote]
I found this page on the Intuit forums. It should give you the costs associated with the Hosted PayPage.
~C
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Actually, when I View the original stock Edit Customer screen (which I can't mess with, I can only view or copy), I can't do any "New Transaction". For example, when I select Invoice from the New Transaction button, I get:
Could not run the 'Go To Tab Link' command, as there was a problem locating ...
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