Method Community

Hi DigiRizz, Here is the stock workflow today we have in terms of Deposits. Currently, when an estimate is emailed with a set deposit amount, the customer accepts the estimate on the portal and pays the deposit amount. A sales receipt is created for the deposit amount. For example: 100$ = Estimate Amount, 50$ = Deposit Amount, When deposit ...

Hi GlobalCruiseVacations, Can you please share where you are adding this field in Method? Any screenshot will help me to guide you in the right direction. Are you directly adding this to the template or is this an existing field in a table? Can you please provide a little more details so I can guide you in the right ...

Hi GlobalCruiseVacations, Method does have the capability of charging your customers on the dates you want them to charge. Are you using the Proposal App in Method? Is there a specific reason you don't want to use a payment processor? There are ways to achieve this but I wanted to check if there is a reason you don't want to ...

Hi athakur, Here are a few things I found in your query you are using, You should not be using "?RecordID eq 17537" at the end. You can try something like https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge '2024-06-20'. To filter even further, you can try using the timestamp as well, appending ...

Unfortunately, we cannot increase the maximum limit of 100 records in a call. Here is what you can do : - Carefully apply criteria to only pull just the records he needs, nothing more. https://developer.method.me/#section/Filter-Reference - Use paging to pull the next set of 100 records. ...

Hi athakur, Apologies for getting back to you late. I tested this on my account and can confirm that you should be ablw to retrieve 100 records.  Could you please let me know what table are you using in your request? Also, if you can share a little bit more detail about your request, I will be able to point you in the right ...

Hi lloy0076, Welcome to Method Community! Pledge tracking is indeed not a built-in feature. However, Method is fully customizable, and we can certainly help you achieve this functionality. Our professional services team can assist you in building a custom solution for pledge tracking. This session can also serve as a learning opportunity, ...

Unfortunately, you cannot print the Estimate using the API. For your workflow, you can create an Estimate via API but printing won't be possible today. 

Hi Greg, Absolutely! We do have a dedicated endpoint that can assist you in achieving your goal. You can find detailed information and instructions in our API Documentation. Simply follow this link: API Documentation This documentation will guide you through the process and provide all the necessary resources. If you have any further ...

Hi James, Can you please elaborate a little bit on this request? If you can share any examples of what you would like to see, this will help me to guide you in the right direction or share it with my product team for future developments.  - Inder