Here at Method, our mission is to help you streamline your businesses and better serve your customers. With that in mind, we’re always working hard to build a better CRM! Here’s what’s new and improved in Method this month.

Copy Existing Invoices

Creating multiple invoices for the same customer is about to get a whole lot easier. There is now a “Make a Copy” button at the bottom of the invoice screen, which allows you to quickly copy the customer and item data into a new invoice.

Notification Email to Users After PayPal Portal Payment

This update improves the experience of accepting customer payments through Method’s self-service portals.

Previously when a customer made a payment through a PayPal payment gateway in the portal, only the customer received a confirmation email. The Method user did not receive a notification about this payment.

Now, users that have an active PayPal payment gateway in their Method account will receive a notification email after a customer makes a payment through the portal.

New Recurrence Widget

The recurrence widget is a new object that can be used when customizing a screen in Method. This object gives users the option to schedule recurring activities. With the widget, users can configure activities to repeat on a daily, weekly, monthly, or yearly basis.

Note: The recurrence widget is intended for those who are familiar with Method customization. In the future, all users will be able to schedule recurring activities in the stock activities app — stay tuned! 

For more information on using the recurrence widget, check out our help center.

That’s it for November — stay tuned next month for more product updates!

Alanna is Method's Content Marketing Specialist. With several friends who are pursuing entrepreneurial dreams, she loves learning about the inner workings of small businesses. When she isn't scoping out tricks and tools to help Method users thrive, you can find her running in the park or hanging out with her cat.

Posted by Alanna Smith

Alanna is Method's Content Marketing Specialist. With several friends who are pursuing entrepreneurial dreams, she loves learning about the inner workings of small businesses. When she isn't scoping out tricks and tools to help Method users thrive, you can find her running in the park or hanging out with her cat.