Method Community

Is there a way to run recurring transactions (such as sales receipts, etc) within Method, instead of Quickbooks online??

Hi bsouthwell,

We don't currently have any feature similar to memorized transactions in Method. It would be possible however to have Method create new transactions based on a previous transaction or a template.  This would need to be done through Method actions and would require user input to either click a button to execute those actions.

You could even create activities when saving the initial invoice to remind you to create these future invoices.

Hope this helps,

- Adam

Hello,

I can see this is quite an old post but are there any instructions available as to how to achieve what Adam is talking about in this reply?

Many thanks, Stuart