Method Community

Figured it out. 

Is Shipping with FedEx within Method still an SDK limitation?  I see possible future updated dated in 2012, and I didn't know if I missed this update.

I'm sorry if I"m missing something here, but how do I open the docuement once I save it/link it in Method?  Can't I do this from within Method?  

John, You could put in actions that do something like that on a text change in the Terms dropdown.  The drawback I see is that any discounts applied would be applied on the invoice itself at the start.  So if a term was to apply a 10% discount if paid within 15 days, that 10% is applied to the invoice regardless of whether that payment ...

Andy, Have you tried with a Standard Web-To-Lead form to see if it works? In your screenshot, I noticed that Activity - Entity is in step 2, but in the formula you reference the Customer - Name field in step 3. The web form will save in order so there might not be a Customer - Name value created yet when you are trying to reference it ...

I don't know if it's International version or not... it doesn't make any mention of that anywhere. Just Quickbooks Online Plus. I just heard back from a similar post I made on a Quickbooks forum and heard that the Online version does not support this sort of advanced autofill. But looking into the Customizing options on Method, it ...

Hi John, While you can apply the payment terms at the invoice level, the discount as per the terms won't apply until payment.  Therefore, the invoice won't show the discount.  To add to this, QuickBooks Online (QBO) does not actually have a mechanism in place to apply the discount upon payment.  See this article here ...

I can confirm that my forms contain the Entity field...

New user here. I'm getting settled in to the basics of Method, and really like your available resources, but can't find the answer to this one: Any New Transaction (Invoices or Estimates) that I create do not generate automatic Discounts or Tax as specified by the Terms. I posted a picture of the test case below... As you can see the ...

Hi S, The PayPal Beta testing is up and running.  When you attempted this, were you signed into the August version from the Method Login Screen?  Refer to the screenshot below to see where this option is: -Ben