Search results by user ID 2131

online portal for client payment

andrea — Mon, 08 Jun 2015 20:45:02 GMT

Clients have been receiving the following message:

The account name or portal name was not specified in the URL. Please check the URL that was provided to you and try again.

The message prevents the client from logging in. Originally I thought it was only affecting clients who were using Safari, but today I had a client who was using a browser other than safari. This is a custom portal. I can login to all 3 of the clients accounts from my computer. However, I grabbed a collegue's iPhone and duplicated the issue. I was also able to duplicate the issue on a Mac as well.

I noticed there was a previous post. In that case, the issue seemed to solve itself. https://www.method.me/cs/forums/t/4804.aspx

What can I have these clients try? It is only a few, but they are frustrated that this will not work for them. In 2 of 3 the cases, they have been able to pay in the past.

Re: Resolve Conflicts

andrea — Wed, 06 Jun 2012 19:21:02 GMT

Chad,

I should have provided some better information the first time around.

I attempted to clear all the conflicts on 6/2/12- They reappeared.

Our transaction history sync is set to 60 days.

We keep previous year information in our active QB file. So the archiving had to do with all transactions prior to 12_31_10.

I have also tried to perform a full-sync and without fail during the checking invoices stage, QuickBooks produces a message that it need to shut down and thus the sync doesn't complete.

Resolve Conflicts

andrea — Mon, 04 Jun 2012 16:40:53 GMT

I have 17,000 items to resolve. Most say something like the following: The record with identify of 'XXXXX-XXXXX' appears to have been deleted in QuickBooks.

Any chance this is due to archiving the QuickBooks database?

Any way to delete them all together instead of 1 by 1?

Re: Payments through portal _ automated notifcation of payment received

andrea — Fri, 06 Apr 2012 15:15:59 GMT

Yes and No...

Three payments have come through the portal

Scenario 1 -my test payment. company email receives the 15 messages. My personal email (a Gmail account) receives "the email send failure alert"

Scenario 2- a client pays-I receive no email to our company email. What did the client receive in this case?

Scenario 3- a client pays- I receive the 15 messages. What did the client receive in this case? (client email is a business email address)

Payments through portal _ automated notifcation of payment received

andrea — Wed, 04 Apr 2012 19:09:09 GMT

I ran a test payment through on online portal. The good news is that the online payment portion worked like a charm. The bad news is I received the "notice of Payment received" email 16 consecutive times?

I don' t believe I edited anything related to this message. Any ideas?

Re: Customer Portal-UserName and Password Fields are Empty

andrea — Mon, 12 Mar 2012 20:01:00 GMT

Which screen and table- I used the customer table- Those fields were listed. So I naturally thought something might appear. I switched to contacts table and now see the information. Thanks.

When I say multiple accounts:

Let's say our client is Joe's World Wide Widget Company

They have 10 properties, 5 of which where Joe is the billing contact. He wants to access all five accounts, to review invoices and pay online. His email address/billing address is the same for these five properties. joe@widgetworld.com

When Joe goes to register for the portal, isn't he going to receive the message that his email address appears in multiple locations and he should "contact us"? How does Joe successfully utilize the portal for all of his accounts?

Customer Portal-UserName and Password Fields are Empty

andrea — Mon, 12 Mar 2012 17:55:13 GMT

I have added the Portal Password and Portal User Name to a screen. I published the screen and those fields appeared as I expected they would. However, when I select customers who I know have registered and have successfully logged in with a user name and password, those fields are empty.

We would like to see this information to assist clients if they are having trouble. A few other questions have come up while we are testing the portal:

1)-are there any issues if a client changes their email address after the have created a user name and password?

2) what are the options for a client who may have multiple accounts with the same email address for all accounts?

text change

andrea — Tue, 13 Jul 2010 12:18:18 GMT

I set up an action where everytime an email address changes an email is sent out to the appropriate person. It works great! What if the email address change occurs in Quickbooks? The change obviously shows up in Method, but the text change from QuickBooks doesn't trigger any action? Is there a different action that would catch changes that are made on the QuickBooks side?

Re: Credit Card Processing - Additional Credit Card Company

andrea — Thu, 08 Apr 2010 21:37:59 GMT

What are the existing credit card processors that Method is currently working with?

Re: email server address

andrea — Mon, 16 Mar 2009 15:00:46 GMT

Kristopher,

In regards to this issue, does Method support exchange or do we need to enable POP access?