Method Community

Is there any way for Method to auto number invoices, estimates, credit memos etc etc?

Thanks!!

 Hey Phillip,

You can have Method use RecordID for the unique numbers. If you do this, you must only use Method to enter in invoice's. If you use QB as well then you will run into duplicates possibly. An action you could add would be to have Method check the number of the last invoice, then have it add 1.

Hope this helps!

Method_Ryan:

An action you could add would be to have Method check the number of the last invoice, then have it add 1.

Hi Ryan - does that allow you to enter invoices in both QB and Method, how to you add the action?

thanks

 Hey Snowy,

You could use either Method or QB. You would need an action that checks Method for the highest number used so far for an invoice, then it would add 1 to that. When you go into QB, QB will check to see the number of the last invoice added and add 1 to that.

To add the action, you're going to need to loop through the table and capture the highest reference number and place it into an Action Result. From there you can do a simple math calculation to add 1 to the reference number and then insert the result as the invoice #.