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Applying a payment to more than one customer job

Last post 04-13-2011 3:45 PM by Method_Michael. 1 replies.
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  • 04-13-2011 12:48 PM

    • GaryK
    • Top 500 Contributor
    • Joined on 02-25-2011
    • Posts 18

    Applying a payment to more than one customer job

    We have customers with several jobs.  We send out invoices from the various jobs and the customer sometimes pays multiple invoices with one check.  In QB, the receive payment screen shows all of the invoices under the customer so it is easy to apply to the proper invoices.  In Method it appears that you can only choose the main customer name or one of the jobs.  Thus I am wondering if Method can accomodate a customer payment that covers invoices under various jobs???? 

  • 04-13-2011 3:45 PM In reply to

    Re: Applying a payment to more than one customer job


    Hi Gary,

    The answer to your question is yes Smile. The current list of invoices in the Receive Payment screen is filtered by customer (Customer = Value from Screen) but you can change that filter (Customer Contains value from screen). So for example before if John Smith was your customer it would only show results equal to John Smith but if the filter is changed to contains it will show invoices for John Smith:Job1,John Smith:Job2,John Smith:Job3 etc.,


    Michael Melo
    Product Manager
    Method Integration Inc.
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