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Recurring transactions in Method?

Last post 03-21-2019 6:07 AM by stuartcmporter. 2 replies.
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  • 12-13-2013 12:37 PM

    Recurring transactions in Method?

    Is there a way to run recurring transactions (such as sales receipts, etc) within Method, instead of Quickbooks online??

  • 12-13-2013 2:15 PM In reply to

    Re: Recurring transactions in Method?

    Hi bsouthwell,

    We don't currently have any feature similar to memorized transactions in Method. It would be possible however to have Method create new transactions based on a previous transaction or a template.  This would need to be done through Method actions and would require user input to either click a button to execute those actions.

    You could even create activities when saving the initial invoice to remind you to create these future invoices.

    Hope this helps,

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
  • 03-21-2019 6:07 AM In reply to

    Re: Recurring transactions in Method?


    I can see this is quite an old post but are there any instructions available as to how to achieve what Adam is talking about in this reply?

    Many thanks, Stuart

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