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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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I have a followup question you guys might know:
Is there a monthly charge to enable that Hosted PayPage service to process payments within Method? Before we only had the setting to process payments within Quickbooks, but when I enabled the "Process with Hosted PayPage" option, a warning came up suggesting that there may be a ...
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