Method Community

Aswin - I suggest (as a best practice that will save you lots of time!) to first try putting through a couple of payments, manually, via the Method web app.  That way you see the field values the UI is expecting, which should match the field values the API would also be expecting.

Thank you Paul. Your help is greatly appreciated.  I am able to get pass through it. Now I am unable to understand what value should I pass for the "Deposit To Account" field. I understand it is the account to which the money should be deposited but where I can find the account number to pass through for this field. Thanks ...

AswinChepuri - the response is a little confusing.  The "Ref" referrs to the "Customer" field is a reference to a lookup in another table.  It would be more intuitive if the message really said something along the lines of "Not all required fields are present. Required lookup field Customer is not passed for ...

Thank you Paul. I am trying to use MethodAPI soap service client to insert data into ReceivePayment table. When I hit the service method I got the below response. <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Not all required fields are present. Required field CustomerRef is not ...

Hi there AswinChepuri. If you want to record that a payment was received for a customer, and have that payment be sent to QuickBooks, you are looking for the ReceivePayment table. HTHs, Paul

We need some more help regarding posting back a payment to the Method. We have looked into the reference links shared. We saw the Method CRM portal and there are number of tables already present. PaymentTransactionLog is one among them which I thought is the table to write a record for posting back a payment. I tried using the web service method ...

We have been using Method CRM for our manufacturing business for 10 years, and for 10 years I've been trying to get the File Attachment data type to work.  It has always been buggy and poorly designed, for example since inception it will allow duplicate filenames to be used which causes problems.  Yes, I know each file has a ...

Inder, yes that is correct.  What we are trying is to find out if the URL that gets embeeded with that Pay Now button can be customized to a specific application of ours where we process payments of our own?

The following updates are now live for users of Method. Bug fixes Fix an issue where non printable group items are getting printed on Sales Order reports. Fix an issue where Subtotal is calculated incorrectly if there is more than one subtotal and a discount line item inbetween for QBDT. Fix an issue where amount is not updated to $0 ...

The following updates are now live for users of Method. Bug fix Fix an issue where Estimate List screen is not showing estimates in the right order for some accounts. Soap API Update API Web service URL page to denote 'To be Deprecated' endpoints. Regards, Laks.