Method Community

Thank you for the help, all seems to be working now!  Thank you for taking the time to walk me through this. Jennifer

I have created a copy of the invoice and am editing the screen. I added a row to the bill to/ship to section and dragged the Bill Email field to the section. When I click the edit button and get to the second section to add the action I am not able to select 'email' for the last drop down item. The only option I have is 'Make sure ...

Greetings, Could I get help to add the 'BillEmail' field to our customer invoice screen. Right now when the invoice syncs to QuickbBooks to be sent the email addresses are no longer populating like they would if the invoice were created in QuickBooks. Also the 'Class' field is not available in Method CRM so when the invoice ...