Method Community

 Hi Keith, We are currently looking into this.

 Hi Phillip, We've updated the 2 accounts mentioned above and AnchorTaxPlusLLC, but don't know the fourth account.   For the forth one, you can import the screen from one of the above accounts. The invoice name is Invoice_UpdatedVersion.

 Hi Phillip, As a quick fix we'll have to log on to that account and change the copied invoice to the latest version. It seems when you made the copy of the invoice it did it locally from your account as opposed to the shared page you were viewing which resides on another account. For this we'll need you to enable the MethodSupport ...

Pamela posted a questions asking: I'm having dificutly adding lines to the Bill of Materials. I added a tab and copied the Item Screen from the Full Blown Version onto it. It lets me add items but won't allow me to add lines to the BOM. (It is another assembly I'm attempting to add in a fractional quantitiy to the BOM if that ...

 Phillip, Yes that is correct. Thanks.

 Hi Phillip, To help you understand how invoices work; when you are on the invoice screen and you select a customer, automatically that invoice is saved.  The reason for this is so we can have a saved invoice along with a record ID which allows us to assign line items back to that specific invoice. The same applies to Sales Order, ...

Hey Phillip, I am passing this information to our team to see if this is the cause. I will have an update for you tomorrow after we talk. Thanks for the help figuring that out!  

 Hi Phillip, Thanks for pointing this out, we are looking into this.  I'll keep you posted.

 Hi Phillip, Once you finish entering the new item(s) you then hit save and close. It then takes you back to the invoice screen where you then have to either click on the drop menu for your new item or you can start typing the name of the new item you just entered. It should then populate your invoice. Then click on the update button. Let ...

 Hey Phillip, You can have Method use RecordID for the unique numbers. If you do this, you must only use Method to enter in invoice's. If you use QB as well then you will run into duplicates possibly. An action you could add would be to have Method check the number of the last invoice, then have it add 1. Hope this helps!