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Shawn-
From the looks of it, it looks like the payment was associated to an invoice that you had deleted. I am still looking into this further but what I did was edited the payment in Recieve Payment screen and remove it from pointing to the incorrect invoice.
-Michael
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Blake-
At the moment is is not possinle to have sections side by side. However we do have a suggestion put in to have the last section show up on the right of the screen but I don't know if or when it will get added.
-Michael
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Michael,
It appears that the invoice and payment are now associated with each other. Is this something I could have done from my end?
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John and Michael,
Thanks for the help. Too bad quickbooks does not support this functionality yet. I will look into the Method Scheduling & Invoicing app to cover our needs.
Thanks, Nathan Smith / Canitan LLC
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Other than the first section on a screen, is it possible to put sections side by side?
Thx...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Expense Report
New - when submitting, un-submitting, approving and rejecting an expense report, an email will be sent to the recipient letting them know that the report is ready for review. ...
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Nathan,
I have lawn mowing clients that call me when to mow the lawn. When the work order is created i enter a charge and then i put that work order in the waiting list till they call again. When they call again i open up that work order...insert a new charge. At the end of the month i close that work order, it prints out that invoice based ...
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MisterBill
I have never seen anything or been though anything what you have proposed today. I do know if i send a proposal to a new customer...and i dont hear back from them, then i call or visit them. When a future customer is thinking about your price its the human touch that could make the whole sale. I have clients ...
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mlepitt-
Fields in the email subject now merge as well.
http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/12/14/method-crm-updates-december-10-december-13-2011.aspx
-Michael
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