Method Community

One major issue with Quickbooks Online is the inability for it to generate invoices that are from one of many tradenames registered to a given corporate entity. I was looking at Method:CRM as a way to get around this limitation but so far it seems to also have the limitation even though it displays a different invoice and logo. It is entirely possible I'm missing something and this is possible; can it be done?

Hey,

Welcome to the forums!

And yes that can defintely be done in Method:CRM.

Using the Report Designer you can customize as many templates as you would like for any table. That includes unique logos for each template if needed.

Take a look at our help center article and the videos and follow up if you have further questions/comments here.

-- Mortaza