Method Community

 How can we set up a button that sends an email to the customer with an Invoice PDF file? Thank you! Nick

Dave this is all too vague for me. The method "MethosAPIGetScreenURLV4" has no documentation whatsoever. Can you clarify please? Moreover, how would we create a portal which generates the PDF file WITHOUT having to login first? As far as I understood you need to login to the portal prior of actually seeing the data in the ...

I assume everyone were converted to April Version. That must have happened today. Issue is fixed. Nick

Are you referring to this screen? https://www.methodintegration.com/method/Login.aspx?App= I don't have any "Switch to April Version" button. This looks like a VERY serious bug to me. Honestly, we are just checking Method right now but I'm very worried at this point.  Nick

Is there a way to generate the PDF Invoice through the API and email it? I have noticed the API does have an "Email" call but it requries an attachment. Can we generate that attachment through another call? Thanks, Nick

We have a serious problem and I was helping someone will be able to shed some light on this topic. For some reason when typing in any decimal number, the number typed in Method and the number synced in QuickBooks does not match. For instance, we're creating a Sales Order through Method and entering an item with a rate of ...

This question is no longer API related. The problem is between Method and Quickbooks. When I create a new sales order and put an item with a price - $44.20, after syncing I get under "Rate" in Quickbooks $44.1999999 I will post it in the general forum.

Dave, Were you able to come up with anything? This is really frustrating. Is the problem with the API on your end? Nick  

Please keep me posted - We cannot insert items before we rectify this problem. Nick

I have a scanario where I need to enter an empty ItemLine to create some spacing on the Invoice/Sales Order. This works well on an Estimate - I just insert an EstimateLine with an empty ("") Description (with no Quantity and Rate) and it works fine. On a Sales Order / Invoice I have an issue - The Quantity populates automatically to ...