Search results by user ID 6571

Master Table for Invoice, Estimate, & Credit Memos Print Templates

timvreeland — Sat, 20 Sep 2014 16:12:39 GMT

What master table would I use when making print templates for invoices, estiamtes, and credit memos? Also, once they are completed, where would I select these templates so that they are the default templates for each type?

Re: Create Invoice from Estimate & Purchase Order from either invoice or sales order

timvreeland — Wed, 17 Sep 2014 16:27:53 GMT

Sorry Greg. My mistake. I meant to write how do I copy from an invoice or sales order to a purchase order? You mentioned originally I would have to customize what fields copy over. Ideally I would like to copy over only the fields that I have checked via the line item check boxes. Thanks.

Re: Create Invoice from Estimate & Purchase Order from either invoice or sales order

timvreeland — Tue, 16 Sep 2014 22:56:21 GMT

Ok. Thanks. Where do I create the actions to copy over from an invoice to a sales order? Not sure where to do this in Method.

Customer & Transaction Notes from Quickbooks

timvreeland — Mon, 15 Sep 2014 18:28:28 GMT

Hi, sorry to keep wriitng you guys. I was also wondering if Method syncs the "customer notes" and "transaction notes" from Quickbooks? Im ok with having to customize this so that I can see/edit it, but I first wanted to know if the data is even there. Thanks.

Create Invoice from Estimate & Purchase Order from either invoice or sales order

timvreeland — Mon, 15 Sep 2014 18:05:20 GMT

Is it possible to create an invoice from an estimate? I searched around within the forums, but I couldn't find any info on this. Thanks.

I also forgot to ask how to create a purchase order from either a sales order or invoice. I appreicate your time.

Re: Lead Source Reports

timvreeland — Mon, 15 Sep 2014 16:34:46 GMT

Mainly sales from each lead source. I want to know where most of our customers are coming from. I was hoping that after I input the lead source under a customers name that the report would pull from all sales from that customer, both past and future orders. I am not very familiar with the report desinger because i mainly use a mac, but I do have access to a pc. I was honestly hoping that there would be some sort of pre-setup report that I can use. It really is a lot of work to get eveything all setup for some basic features. But none the less, this would be a report that I eventually need. and Im not sure if you can put a feature request, but being able to edit templates and reports online would be a REALLY helpful feature. Having to edit something on a computer to then upload it is a little out dated. I really want to use Method, but having to spend all this time to figure out how to do things is getting a little much. Thanks.

Lead Source Reports

timvreeland — Sun, 14 Sep 2014 07:31:28 GMT

Hello,

How do I run reports based on "lead sources"? I'm wanting to see what sales we genertate per lead source and I'm not sure how to accomplish this. Thanks.

-Tim

Re: Customizing invoice/estimate screens

timvreeland — Fri, 12 Sep 2014 20:47:40 GMT

Hey Greg,

I finally figured it out. I overlooked that tiny "edit" button on the right that each section has in the screen designer. Thanks so much for your help.

-Tim

Re: Customizing invoice/estimate screens

timvreeland — Fri, 12 Sep 2014 05:34:21 GMT

My mistake, the check boxes in the tables/fields < EstimateLine section are to make items required or unique. I'm just looking to make "other 1" and additional fields visible for each line item in the estimate and invoice screens.

Re: Customizing invoice/estimate screens

timvreeland — Fri, 12 Sep 2014 05:23:03 GMT

Hey Greg,

So I was pretty stoked when I learned about the screen editor, but unfortunately this doesn't fix my main problem. Pretty neat tool though. I need to add the "other 1" field, along with some others, to the estimate and invoice "line items" as columns. The information in these fields is specifc to each line item so dragging the "other 1" field into the header doesn't help. So this is where I go back to asking why Method won't let me modify the fields in the tables/field < EstimateLine < other 1. (or any other field) It has an empty check box implying that it isn't an active field and it won't let me make it active. I don't want to make the field required or anything, I just need to be able to see the data in it from quickbooks and also add/edit data withiin method. Basically just another column no different than the "description". Thanks.

-Tim