Sales Transactions Pack
This pack holds all the transaction apps: Estimates, Invoices, Sales Orders, Sales Receipts, and Payments
29 articles
About the Estimates AppEstimates app description and perks
Estimate App PreferencesEstimate app preferences explained
Create an Estimate for QuickBooks Desktop AccountsHow to create an Estimate in Method if you use QuickBooks Desktop.
Create an Estimate for QuickBooks Online AccountsHow to create an Estimate in Method if you use QuickBooks Online.
Convert an Estimate to a Sales OrderHow to create an estimate from a sales order in Method.
Convert an Estimate to an InvoiceHow to convert an estimate into an invoice in Method.
Estimate ReportsSee an overview of your estimates generated in a given time period.
Estimate Approvals and DepositsHow to enter an upfront deposit for an estimate, and have the customer accept the estimate on their portal.
About the Invoices AppThe Invoices App Description and Perks
Create an Invoice for QuickBooks Desktop AccountsHow to create an invoice in Method for QuickBooks Desktop users.
Create an Invoice for QuickBooks Online AccountsHow to create an invoice in Method for QuickBooks Online users.
Invoices App PreferencesThe Invoice App preferences options
Invoice ReportsSee an overview of your invoices generated in a given time period.
About the Sales Orders AppGetting started with the Sales Order app.
Create a Sales Order for QuickBooks Desktop AccountsHow to create a sales order in Method using a QuickBooks Desktop account.
Create a Sales Order for QuickBooks Online AccountsHow to create a sales order in Method using a QuickBooks Online account.
Sales Order App PreferencesPreferences for the Sales Order app in Method.
Convert a Sales Order to an InvoiceHow to convert a sales order into an invoice in Method.
About the Payments AppPayments app description and perks
Payments App PreferencesPreferences for the Payments App
Receive a Payment for QuickBooks Desktop Accounts
Receive a Payment for QuickBooks Online AccountsReceiving a payment for an invoice in Method using a QuickBooks Online account.
Log a Partial PaymentHow to record a partial payment for an invoice.
Edit a PaymentUpdate information in a payment record.
About the Sales Receipt AppInformation about the Sales Receipt App
Create a Sales Receipts for QuickBooks Desktop AccountsHow to use Sales Receipts if Method is connected to QuickBooks Desktop.
Create a Sales Receipts for QuickBooks Online AccountsHow to use Sales Receipts if Method is connected to QuickBooks Online.
Sales Receipt App PreferencesGeneral preferences for the sales receipt app in Method:CRM.
Sales Receipt ReportsSee an overview of your sales receipts generated in a given time period.