Method Community

 Hi Jacob, Yes, you can do this in Method. You can set up a recurring work order for your billing installment, with the invoice type of "To be Invoiced" and occur on a monthly basis. You may want to assign this work order to someone who takes care of billing or who would be taking care of the invoicing, as opposed to someone who ...

Palmer - If you want to add extra contacts, don't insert them into the Customer table.  Insert them into the "Contacts" table. For the Contacts.Entity field, use the value from the customer.fullname. No need to get RecordID. What you were doing was trying to insert a duplicate customer, which wouldn't work. Once you try ...

 Hey Naomi, Currently we do not have any kind of integration with UPS. This may be something we add to Method in the future.  

 I need know what are the key fields that I need to use with the INSERT API  to add Alternate Contacts to existing QB Customers.  Is there a document anywhere that talks about the key tables and the required fields needed for inserting where existing foriegn keys exist, like customers/vendors, etc.   The general RecordID ...

YOur correct however I have done that and I just did it again and still no  page appears it says action sequence order :4  after  along meeage saying maybe it was deleted

Hi, I’m assuming you meant you created a copy of the original Invoice screen in Method which was named Invoice(1) and then deleted that screen? If that’s the case, in step 3 of 3 of the ‘Copy Screen Wizard’ you would have seen the option to Replace links to an existing screen: which is likely what was selected since ...

I need to know if we can use UPS thru Method as we do in Quick books. Setting up Shipping Manager for UPS For QuickBooks: When you first access the QuickBooks Shipping Manager, and select UPS, you will be prompted to set up the service. A setup wizard will walk you through the following ...

On Wednesday, May 5 @ 1:00pm, Valbon Shabani will continue on covering exciting new features in Method. The main focus will be around the Estimate to Sales Order, Sales Order to Invoice process. The webinar will guide you through a scenario of creating and converting an estimate into a Sales Order which will then be converted to a QuickBooks ...

Hey Jacob - Just to follow up: 1. I did some more trials on my end, and the order of the work orders do seem to be working properly and mapping in the order they appear on the schedule. 2. If you want to "cheat" and try the optimization without customization, here is how you can do it: a) Show the map and directions on ...

I went in and created a copy of invoice then I deleted the copy or invoice(1) but now I cant pull up invoices at alll in Method.