Method Community

When I receive a payment under the following circumstances, it is not posting to the customer list properly nor is it posting to the invoice itself.

I uncheck auto apply

I selected the individual invoice I wanted to pay

Then I selected update

After that I selected the button "pay selected invoices"

Then I hit the "save" button.

The payment shows in the receive payment list but does not get applied to the invoice screen or the customer list screen.

Thanks for your help with this!!

Phillip

 Hi Phillip,

I just tested this out on my end and it worked fine. Try clicking on the refresh buttons on the Customer List and the Invoice grids, see if the balances are updated then.  Keep me posted. 

Phillip, 

Also QuickBooks has to be opened before the balances are updated.  The reason for this is because Method first sends the request over to QuickBooks, QuickBooks then processes the payment and then updates Method with the new balances. 

That's the catch then!

QB was not opened. I was testing Method's "real time" posting outside of QB. Are there any other places where Method must first talk to QB?

Realistically, there could be times where the QB file for my clients may be closed for up to an hour. So I'll need to make them aware of the posting items that will be delayed.

Thanks much for all your help!

 Hi Phillip,

Cases where any table that has a balance that is calculated by other records.

For example, a customer has a balance.  That balance is affected by payments, invoices, credit memos and sales receipts. So for instance, if the credit memo is updated and QB is closed then the customer balance wouldn't be updated until Method syncs with QB.
Invoices have balances that are affected by payments (like your case yesterday).
Vendors that have balances that are affected by Bills, VendorCredits, etc.
Hope this helps.

perfect! That's what I needed.