Customer Invoice Print Preview

Debbie W — Mon, 18 Jul 2011 23:45:11 GMT

After creating and saving a customer invoice, we may need to print a copy without access to QuickBooks. When clicking on the Print Preview button in Method, we either get (1) a blank screen that pops up and quickly disappears or (2) an error message of:

“404 - File or directory not found.

The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.”

I thought Method would pull the customer invoice template from QuickBooks. Am I wrong? If so, how do I create a template?

Thanks

How to copy customer information?

Debbie W — Wed, 06 Jul 2011 23:59:02 GMT

I'm new to Method and can't seem to figure out how to copy the information (such as address, contact, etc) from an existing customer to a new customer. I am trying to create new jobs for a customer and all of the contact information is the same, so I don't want to re-enter it.

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Customer Invoice Print Preview

How to copy customer information?