Method Community

Can the "payment and info" tab located on customer screen be copied or linked to invoice screen (so can be seen in both places)?  That way when a customer calls in we can just take order and enter credit card details etc on invoice screen.

I am wanting that actual tab if possible that way if update details like credit card number on invoice would also update in the "payment and info' tab on customer screen. Essentially want same tab but be accesible two places. Hopefully this makes sense and is possible?

Hi Shane,

No what you're looking for can't be done, reason being those two screens (QuickBooks_Invoice and CRM_EditCustomer) are based off of different tables; the Invoice table and the Customer table.

- Ashur

Let me add-on to my previous post. Technically you CAN customize your invoice screen to include a Payment & Info section at the bottom of the screen, however when it comes down to updating/retrieving payment information, Method does not store any of this data anywhere; so when you enter the payment info on the customer screen and click Save, the data is just sent to QuickBooks, it's not actually stored in a Method table. If you wanted to take a payment on your invoice screen you can take a look at the ContactsPortal_ReceivePayment screen and reverse engineer it for your screen. The data is be cleared once the payment is processed.

- Ashur