Method Community

Hi Suzanne, Have you checked to see if the Work Orders have already been invoiced.? In the Work Order List, there is a field called Invoice Type.  If this field is set to Invoiced, than Method will not create new invoices for those work orders.  I'm thinking this may be the cause. - Adam

Hi guys, What's likely happening is that you are making the screen changes in the August (stage) version of Method but viewing the portal in the July (live) version.  Any changes made in the stage version of a portal screen will not show to a customer viewing the live version of the portal until the August or stage version ...

Hi, If you don't get the billing information after the Lead is converted I'm not sure how you can avoid entering the information again in some way.  However, very little information is needed to create a lead.  What I'm thinking is that when creating the lead you can create a second contact that is the Lead contact and ...

Hi Mike, Sorry for the late reply.  I'd suggest that on the screen load, to loop through the table that is used for your Province dropdown (I'm assuming Province table) and use a conditional statement to check the screen value for BillAddressState against the values in the table.  You can then put in actions to ...

Hi Garrett, I don't see these fields in my version of QuickBooks (Enterprise Solutions 2013).  Are these default fields that are part of the Contractor Edition or are they custom fields in QuickBooks?  If they are custom fields they should sync over. - Adam 

Hi Andy, You can export the Users table and that will give you the tab groups each user has access to in the Roles field.  Unfortunately, that is about as much as you can export. or generate a report for.  The roles each user has, what tabs and tablinks a role can access and such is not available in any table.  As a result, you ...

John, You could put in actions that do something like that on a text change in the Terms dropdown.  The drawback I see is that any discounts applied would be applied on the invoice itself at the start.  So if a term was to apply a 10% discount if paid within 15 days, that 10% is applied to the invoice regardless of whether that payment ...

Hi John, While you can apply the payment terms at the invoice level, the discount as per the terms won't apply until payment.  Therefore, the invoice won't show the discount.  To add to this, QuickBooks Online (QBO) does not actually have a mechanism in place to apply the discount upon payment.  See this article here ...

Vicki, Is this a custom screen or a stock screen?  Could you enable MethodSupport and email me your company account name.  I can take a look and see if I get the same behavior on my end.  Have you tried a different browser?  I don't use Firefox much, so perhaps there was an update that may be causing this. I haven't ...

Hi VLocke, From the sounds of it, the reason you may not have been able to view the buttons was because the screen didn't fully load yet.   I've seen the issue with the scroll bar missing.  I believe this is more of a browser issue than something to do with Method.  I seen this happen on other pages also, like Gmail on ...