Method Community

  With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over. They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers.  When your customers receive an emailed invoice they think to themselves: How do I pay for this?  I have 2 ...

Matt - The DueDate is just coming from the DueDate field of the statement charge.  All statement charges ("Charge" table in Method) have the ability to have a Due Date entered and this is what the portal is showing. If instead you want it to pull a field from the Customer screen that you are arbitraily setting, that's a ...

Matt - The way the ContactsPortal_ReceivePayment screen works is it is opened from another screen which writes SharedResults first.  When the ContactsPortal_ReceivePayment opens it looks for those SharedResults and if it doesn't find them, it bails and goes to ContactsPortal_Home as a reset.  It's more complicated a screen ...

Brett - thanks for pointing that out to us. The new Vendor List screen is due to be pushed out in the next few days with the new Activities grid, so we'll get that Button1 fixed up while we are at it. Paul

Matt - I don't want to spoil you.....but ask and you shall receive. :) The Contacts_Portal now has the Due Date on the Home and Recent Transactions screen.  We were doing an update anyway, so it just included. Paul 

Matt - That's good feedback.  Let me see what we can do.  I'll get back to you shortly (hopefully later today). Paul

Matt - That screen is designed specifically to be used in the Contacts_Portal, and only when someone clicks "Pay Selected", "Pay Now" or "Pay Balance". Those buttons pass special information to the ContactsPortal_ ReceivePayment screen that it needs in order to function correctly.  So if those values ...

With the release of the new QuickBooks Receive Payment screen, more and more Method users are beginning to accept payments directly in Method.  That number is about skyrocket with the upcoming release of the new "Contacts Portal" since it allows you to easily send an invoice to a customer for them to view and make payments ...

Matt - No, there's no documenation on how to create a custom web form, other than what you see on the screen itself.   Our ambition was to make it wizard-based so that someone using it could follow the on-screen steps and build a web form without having to read a separate document. I think for the most part we've ...

Matt - We're still doing some final testing and tweaking before rolling it all out.  You can get a sneak peak of what has been rolled out so far by viewing the "Contacts_Portal" under Customize > Portal.  There's a problem we just noticed, right now, where the automatic emails it generates are not ...