Method Community

Greetings,

I see I can make up a credit memo to apply against a customer invoice in method.  What i cant see is, can i apply this credit memo to the customers invoice in method?  Or do i need to be in Quickbooks desktop to apply the credit. I lookd the screens but could nof find anything.

Thanks!

Hi John M, 

In Method, you can apply a payment towards an Invoice but not a credit memo. You need to be in QuickBooks to apply the credit memo. 

Ronen

Ran into this situation as well - needing to apply a Credit to an Invoice from Method...should I expect this functionality in the future?

Garrett

bcr_garrett:

should I expect this functionality in the future?

There is no timetable for adding this feature at the moment but I will ask the team and follow up here.

~C

I have a new client that is using Method solely for the purpose of having an employee enter data only in Method, so we would need this functionality.

Hi Brett,

This is not currently on our roadmap so if it's critical for the client to have this functionality then you would either have to build it for them or pay for our Consulting team to do it.

- Ashur