Method Community

Hi Blake Typically when this happens it is because the invoice line item is linked to a sales order that has been closed. This would happen either if the sales order has been invoiced already or if it was closed manually. If you are deleting the line and readding it directly into the invoice you are probably removing the link to the sales order ...

Hi Mahlon Apologies for the delay, this is still being worked on. Unfortunately, I don't have an ETA at this stage. I'll post a reply when I have a further update. Jeff

Hi Matt, Thanks for raising this. I've noticed it happens for Long Date and Hour as well. We've created a ticket for this issue. Jeff

Hi Joshua Out of curiosity, which way did you end up using to hide the Payment tab? If you used a group for the users and used a conditional statement on screen load you can do a similar thing here. There is an action  called 'Enable/Disable Field/Object' where you can choose a field and set it to always enable, always disable ...

Hi industrialrobotix I think it would be possible but unfortunately I don't know how to go about it. The forms can be customized to look how you want but I'm not sure how you would grab the page info. Please bear in mind that we won't be able to support customized web forms. Jeff

Hi Marcelo If you can filter the grid to only show the work orders you want to invoice then you can use the 'Invoice all...' link under the 'More actions...' button. This should run across all pages of a filtered grid. Would this work for you? If you wanted to invoice work orders that aren't in status of ...

Hi Marcelo11756 Do the work orders have to meet any specific criteria to be eligible for invoicing such as status of Completed or certain number of days old? Jeff

Hi DAllen100 We'll keep it reasonably straightforward then. I'll go with the assumption that you've taken a copy of the Sales Order screen and added it as a tab link to the Contacts Portal. If not and you're stuck just let me know. Prepopulating the Customer name One thing you might notice about the Sales Order ...

Hi Alex Welcome to Method! Let us know if you have any problems or questions. 1 - Custom fields from Quickbooks will sync over to Method but any custom fields created in Method will not sync over to Quickbooks. 2 - If you haven't updated the custom fields labels in Quickbooks it should still show a name such as ...

Hi Greg Can you please call our support line when you get a chance? The number is 1.888.925.6238 Option 2. Jeff