Method Community

John, This seems to work fine for me. I was able to send emails from the standard Invoice, Estimate and Activities screens with no issues.  Are the emails that are showing up in your inbox displaying your email address as the To email address? -Michael

John, If you delete an invoice from Method it will also delete the invoice from QuickBooks, you don't need to go into QuickBooks to delete it separately. If for some reason the invoice can't be deleted it will show up in Method under QuickBooks > Resolve Conflicts. -Michael

John, In method by default if you don't enter invoice #, it will wait for QuickBooks to assign one. If QuickBooks is closed Method has no way of knowing what the next invoice number is so it waits until QuickBooks is open and then it send the invoice down to QuickBooks which then gives it an invoice number. -Michael

I setup Method to logout only if there has been 240 minutes of inactivity.  But Method is logging us out much sooner than that . . . it seems to be after one hour (the default).  I'm referring here to the web, not mobile.   

How is an opportunity marked as closed?  I currently have users marking opportunities as "won", but that doesn't close the opportunity or show it as a conversion on the sales charts. 

Hi intbt, When a customer first registers for an account their password is sent to their email which helps prevent unauthorized access since they would be the only ones with access to their email account. If they don't have an email address they would not be able to get a password to begin with. If you customize the Contacts screen you can ...

Good Afternoon. For some odd reasong all of my work orders, route lists, invoices and estimats are all going to my email account and not to the customers accounts.  They were all working great a week ago, are there issues on your end? Thanks, John M

On the Field Service Tab >> Estimates Tab Link the "Save & Email" button is asking to redirect to the "Recent Transactions" Tab Link. However, it can't be located and I don't see it in my screens list. Did the Recent Transactions tab link get removed? How do I restore it?

Good Morning, I just wanted to make sure that if I delete a invoice in method and that same invoice is in Quickbooks, is there anything else i should do in quickbooks? Thanks, John M

Ok i got it fixed. I created a invoice in Quickbooks with a new invoice number of 3907 and saved the invoice. Preformed a full sync and presto i created a invoice in method and method gave me a new number of 3908. I am thinking i need to keep quickbooks open when i do this?  Thanks, John M