Method Community

On the Field Service Tab >> Estimates Tab Link the "Save & Email" button is asking to redirect to the "Recent Transactions" Tab Link. However, it can't be located and I don't see it in my screens list. Did the Recent Transactions tab link get removed? How do I restore it?

Michael, Thanks for the reply. How do I get the "generate report" action to only display one invoice for the specific customer? right now it generates a report of all open invoices. What filter do I need to set so that only the current customer's invoice is generated?   Thanks, Matt

Thanks Paul

I would like the customer to be able to print their current statement or just view it in PDF format. Also I would like to be able to customize the design and layout of the statement/invoice to match my company image. What events do I need to add to a print button so that it pulls account information from a transactions table and displays it ...

Paul, I see the due date field as a choice to be added to the portal home and transactions screen. However, I may not understand how it works. the field offers me a calander to choose a date from. I am looking for a field that will pull the due date of the customer account from quickbooks. I think you understand what it is that I am looking to ...

You guys are great thank you.

I am experienceing an error when submitting a web form. The error is: We couldn't authenticate web form provider. Please contact web form provider for any additional information. What is the fix for this?   Thanks, Matt

Paul thanks, I understand that it is used specifically for the contacts portal. that is where I am attempting to use it. however, I haven't made any changes to the Receive Payment Screen. the switch back to the home page happens whenever I click on any tab link or button that is supposed to view or redirect to the receive payment ...

Which data field will pull a statement due date from quickbooks? I am trying to make a due date appear in the transactions table so my customers can see when thier bill is due. I use statement charges rather than invoices.   Thanks, Matt

Has there been an update to the Currency Symbol yet? I have seen that wherever an amount is displayed the "$" doesn't show up. I have entered the sign in the "Currency Symbol" field.   Thanks,