Method Community

Lance, I can't create a test screen for you. If believe there is a bug, you can book a consulting session and have them review the work you've done. If they find an issue with the Method action, you will be refunded the consulting charges. - Adam

Hi David, As you have probably already noticed, Method currently handles Credit Card data in a slightly different manner than other fields from QuickBooks.  Currently, if you store a Credit Card in Method under Customer->Edit Customer->Payment and Info, the credit card information will get synced over to QuickBooks, once it is in ...

Hi Stuart, Glad it resolved itself. Strange that it happened in the first place.  If it comes up again, please let us know. - Adam

Please ignore this post.  The problem has gone away.

Hello,      You can try a grid.  I would say try a new customized screen based on the invoiceLine table.   This is what I am thinking for three grids for each on the discounts: 1) Search for InvoiceLines that have a 5%, 10% or 15% discount and retrieve the Invoice_RecordIDs.  You would have to create three ...

Hi Mallia, The Report Designer application is a Windows application and must be run in a Windows environment to work. It will not run in a Mac environment. You can use a virtual machine program like Parallels that will run a Windows environment on a Mac and run it from there. Unfortunately, the Report Designer is only available for Windows. - ...

Will you test this on your end? It is not working on my end. If you could let me know the results of your test, and what steps you took during your test, that would be great. Thanks. It seems like no other consultants or users out there have had a succesfful go at this since you are the only responder. 

Hi Lance, I was actually mistaken. You can do refunds and voids through the Credit Card Processing action. Also be aware that you will need to buid custom screens for this and like also put in actions to create the credit memo that woud apply to the refund or void. If you would like help with this, we have consulting options available to ...

Hi Lance, Apologies for the late reply. This got missed somehow.  I don't believe this is possible with the Credit Card Processing action. As I understand it, this action merely sends the payment data to the merchant and we either get a success or failure response. I don't think anything is coded for refunds. - Adam

Hi Ragen, Apologies for the late reply.  We actually have a Lead Reports screen.  You can use this to get a report of your leads.  It can be found in Leads tab > Lead Reports.  Unfortunately, there isn't a filter for when the lead was created. You can however customize the screen to add that yourself. The screen ...