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.