Method Community

[quote user="m.mehr"]Deleting invoice created in QB and rebilling through Method using the same invoice number is how I would probably do it.[/quote] Yes, this is how I would go about it.  

Michael – can you give this a try and let me know how it goes.

Michael, I am hearing rumour that our development team will soon have a fix within our test environment. I will update you when I know more and of course when this becomes live. Thanks.

 Michael – I will try to get a status update today. As mentioned earlier I don’t believe this is something specific to actions in the Pro Services app and therefore we need to have the development team look into this. If you must create an invoice, I you can still go to QB and convert the Sales Order to an Invoice from as ...

Michael, Just wanted to update this thread, I suspect the reason behind this is on Budget / Contracts with decimal values for the charge quantity. The same can be said if you try to invoice from the standard (non Pro Services) Sales Order screen. We’ll be looking into this and keep you posted.

Michael, I’ve run into a similar issues, but only under certain conditions. Before you click ‘Create Invoice...’ can you verify that the ‘Charge Qty’ column on the grid has a value greater than zero for the specific line. If it does not, try refreshing the the grid before creating the invoice.  Under ...

Hi Michael, Let me look into this. Can you tell me if your QB file is open with sync engine connected when you are trying to do this? I’m curious.

Hi Michael - Thanks for the conversation and posts. [quote user="m.mehr"]I cannot figure out how to have each time tracking entry be on it's own line on the invoice.[/quote] This sounds like it is going to be resolved with a new report that will display the time details on the Invoice report. A new wave of reports will be in the ...

Hi Shelley, Credit card data is extra special when syncing between Method and QB...we have to  play by QB rules as well as industry standards, which is a good thing of course.  Any CC details entered in Method are securely sent to QB which realizes the sensitivity of this data and sends it back to Method as xxxxxxxxxxxx1234. This ...

Hi there, Sure, I just need more details on what date you are referring to. If it is a date field or object you can edit the properties (step 4 of 5) and uncheck ‘Show Date And Time’ to display only time.  If you are retrieving the date through actions you should use the ‘Date Function’ action and format the date to ...