Method Community

Thank you, Paul, for the useful information and pointing us in the right direction.  We have a client- brand new user and our first Method client-  that has to e-mail Estimates immediately after receiving the phone order and wants to e-mail the Estimate or Invoice, and attach a PDF of the details of what the customer is ordering. I just ...

Kelly - Just to add to Ryan's post.  This is not a *Standard* feature in Method's invoice screen.  It is something you can pretty easily add yourself, though, via customization.  Method does support creating and emailing PDFs - we just haven't made it standard on the invoice screen yet. Paul 

 Hey Kelly, This is something that currently cannot be done in Method. We do have the checkbox "To be emailed" because this is the same field you would see in QuickBooks. If you use this field, then you can go into QuickBooks and send all your invoices/estimates as a batch.  

 Hi Dave, We've looked into this and we made some changes to make custom fields more useable. Just to give you a technical bit of insight from the back end side of things: 1. QB does not provide us with a unique identifier for custom fields.  It just gives us a name and a value.  So it is very hard to maintain values in ...

Val, I went into Customer Center; picked the client;went into the activities tab; clicked "go to"; then clicked the "send email" tab; filled in my email address in both the to and from; picked a template and typed in the subject line and body of email; then clicked "complete, save and close".  That is when I ...

Hello everyone, We have looked at the webinars but haven't seen anything about emailing invoices.  I have just seen the email templates and integration with Outlook.   Thanks, Kelly 

Hi Kelly, I need more details on the steps you took when trying to send the email. What screen were you working in? What steps you took? What button you clicked? I’ve included a post below as a reference for default email preferences. http://www.methodintegration.com/cs/forums/p/93/757.aspx#757 When setting up default email preferences ...

Greetings, I created numerous customer fields in my custom screen. I was a bit hurried and would like to convert some of the field types, i.e., from "text" to a calendar or text to "yes/no." I thought I messed up by having added the field to the wrong table (i.e., the default but not my custom screen). No matter where I ...

Thanks James - glad to hear it worked. Sounds like you know a bit of coding, and can feel some of our pain :). Paul 

 Also how do we send a PDF to the email along with the invoice?