Method Community

 Good day everyone!

On to my next quest!

Is there an easy way to have these two sync properly with QB? Is there a field in Method that syncs this data with QB, so when the invoice is sent to QB the proper box is checked?

For now we are using QB to send invoices. In the future we will be utilizing Method and wont have to worry about this.

Thanks

Bryan

Bryan,

In both the Invoice and Estimate tables there are the fields IsToPrint  and IsToBeEmailed. These fields determine whether an invoice or estimate should be emailed or printed through QuickBooks.  On the current standard invoice screen the To be emailed and To be printed checkboxes are synced with QuickBooks.

-Michael

 Hi Michael,

Thank you for the info.

So, is there a way to set a default for a customer so that each time an invoice is generated it automatically checks one of the boxes? Or would that be a customization?

Thanks\

Bryan

Bryan,

It’s possible to do but you would need to do some customize. You could create new fields in the customer table to track the defaults and have those populated when you select which customer you want to create an invoice for or if you want to get fancy you can even set it up so that it pulls the settings from the last invoice that was created for that customer.

-Michael