Method Community

My bad.  I forgot to include the new website in the allowed list.

Hi Alex, Here's my answer. I suggest that from your Add or Edit Work Order screen, in your Invoice type dropdown menu change the "Invoiced" type to  "To be Invoiced" and then try to create the invoice, I am sure you will be able to create it because the workorders To Be Invoiced can have invoices created. Let me ...

After you create an invoice off the WO, the Invoice Type = "Invoiced" However, although the Invoice Type on one of our WOs = Invoiced, the invoice has not been created in either Method or QBO.  I can't create a new invoice off the WO since it already is indicated as Invoiced. Any ideas on how to fix?

Hi LaCrews, Here's my answer. I have checked the Web to Lead form is working fine, but it seems like you are having issues with it. What kind of error you are getting? Did you recently made any changes to it? if you can provide me the detail, I would definitely try to help you with that. -Inder

Hi John, Before we get to the Case Table, I would suggest that we have to fix the ContactsSalesRep Field, for that I suggest  that you regenarate two more tables i.e. Contacts table and SalesRep table like you did in previous step. After you regenrate both the tables regenerate the Case table. This should regenerate the Case tabe and fix the ...

Hi Neil, Are you using the Print Preview button on the New / Edit Estimate screen, which generates a PDF? Has this screen been customized in any way? When you click the Print Preivew button this should save any changes you have made, before the PDF is generated.  If you are referring to the total on the grid on the ...

The total is not always filled in when I go to print an estimate.  Or sometimes if I make a change the total won't reflect the change.

Ok...wasn't the answer I was hoping for but kind of what I was expecting. Thanks for the advise and the possible options. --Michael

Has  anyone else's web to lead form suddenly broken?

Hi Brett, This is how it should work, and the gadget was designed with this use case in mind. On my end, I opened up an email in Gmail (I used the noification email from this forum post), and then I added an activity using the Gmail gadget.  Then when I opened up the Activity, the Subject field contained the subject from ...