How can I process statements on accounts for our customers? 

Hi debwiddi,

Can you be a bit more specific on what you are trying to do? 

-Michael

Yes. We have some clients that we send a monthly statement to. Is it possible to just send statements of accounts with balances on a monthly basis?

Also, can we post a payment while closing the work order from the calendar as the job is completed?

Yes,  this is possible but why wouldn't you just send the statements from QB.

Yes, this is possible also but this could be a complex customization.

debwiddi-

For statements it is possible but it involves some customization, this post HERE may point you in the right direction.

It is possible to post a payment(Recieve Payment) when closing a Work Order but you would need to customize the screens.

-MIchael

I honestly didn't know I could. I am not the one that does our QB, the owner is. That would be great if I could get rid of one more job ;)

And how do I customize the screen for receiving a payment from the work order?

Hi debwiddi,

You can customize it yourself or you can get us to customize something like this for you for a fee. If you haven't already done so watch the webinars found HERE, and they are good starting point to learn how to customize Method.

Something like this is really hard to answer on the forums because it involves a lot of variables based on what exactly you want to do and how you want to do it.

-Michael

Greetings from Las Vegas!

Can you please give me a working link to the post regarding AR Statements that is referenced in this post?  When I click the existing link it says 

This webpage has a redirect loop

Hi Michael

I believe these are the two posts that are linked above.

One Invoice with multi workorders

Webinars

If these don't answer your question please feel free to create a new post.

Jeff