Create an Invoice

These steps focus on creating a brand-new invoice in Method's Invoice App.

In addition, you can also convert a sales order to an invoice, and an estimate to an invoice

Differences exist between how QuickBooks Desktop and QuickBooks Online accounts sync with Method, which means some of the fields appear differently (and sometimes do not appear at all).  We note where these discrepancies appear.

Create an invoice

  1. Click New on your Invoices App, or click New Invoice from your Invoice List.  This opens your New Invoice screen.
  2. Choose a customer or lead to associate with this invoice. Depending on how you created the invoice, this may be pre-filled.
  3. The top will show the total, the customer, as well as an app ribbon to associate activities with this estimate:
  4. Except for Date and Account, the following fields are optional:
    • Addresses: Depending on the information you have stored for your customer, billing and shipping information may be filled in.
    • Invoice #: Created if the field is left blank, and is assigned sequentially (if the last invoice was #15, this will be #16).
    • Date* and Due: Today's date appears in the Date and Due fields (these can be changed manually).
    • P.O. Number: Include a purchase order number if applicable. QuickBooks Desktop Only.
    • Ship method: Choose how this product will be shipped, if applicable. QuickBooks Desktop Only.
    • Account: Choose the account a payment is applied to. By default, this is Accounts Receivable. QuickBooks Desktop Only.
    • Sales rep: Assign a sales repQuickBooks Desktop Only.
    • Assigned To: Assign a Method user to this transaction. QuickBooks Online Only.
    • Terms: Assign terms to this invoice.
    • Wait for approval before syncing: Prevents the invoice from syncing to QuickBooks until a user unchecks this option and saves.
    • To be emailed in QuickBooks?: Flags the invoice in QuickBooks as "to be emailed"; group and email multiple invoices in QuickBooks.
    • To be printed in QuickBooks?: Flags the invoice in QuickBooks as "to be printed"; group and print multiple invoices in QuickBooks.
    • Mark invoice as pending: Flags the invoice in QuickBooks as "pending"; do not send this invoice to the customer yet. QuickBooks Desktop Only.
      A pending invoice does not influence the general ledger (is not yet seen as money owed).
    • ClassClasses are used to sort your transactions. QuickBooks Desktop Only.
    • Tags: Assign tags to this invoice.
    • Opportunity: The opportunity this estimate is linked to.
  5. To add QuickBooks items to this invoice, add them directly in the grid. To add more lines, select the Add Lines button.
    Existing items chosen from the dropdown automatically populate the fields on this screen. If you want to create new items, you must do this either through QuickBooks, or through Method's Items App.
  6. Add an Attachment to the Invoice if need be.
  7. Include any pertinent Memos; they will not be visible to the customer.
  8. Choose a Customer message to appear on your invoice (e.g. "looking forward to your business").
    If you are on QuickBooks desktop, this is a dropdown list of messages. Currently, these messages are managed within QuickBooks. Find the Customer Message List within QuickBooks Desktop if you wish to change the messages.
  9. Apply a Tax rate if applicable. This was likely set up within QuickBooks.
  10. When you have finished your invoice, click Save. This will update Balance Due

This invoice is now visible in your Invoices List!

Invoice Buttons

  • Delete - Delete the invoice. This cannot be undone!
  • Clear & New - Clear the current invoice so it is empty and you can create a new one. 
  • Print: Creates a pdf file of the invoice which you can print. Ensure your pop-ups are not blocked. The pdf is created using a template chosen within your app preferences
  • Email: Email the customer a link to their portal where they will be able to view the invoice online. 
  • Receive Payment - This will take you to the payments app with the current invoice selected to be paid. From there, you can process the payment for the invoice.
  • Save & New: Save the invoice and clear the form to enter in a new invoice.
  • Save: Save the invoice. 

Link invoice to opportunity

If this invoice is being created as part of an ongoing opportunity, please follow these steps.

  1. From your Method dashboard, click Pipeline on your Opportunities App. This opens your Opportunities List screen.
  2. Locate and select the opportunity you wish to link this sales order to. You can search manually or use the search function at the top of the screen. This opens the Edit Opportunity screen.
  3. Click New on the Invoices app ribbon:
    Then follow the steps above, beginning with step 3.

Your invoice is now linked to the opportunity, which means it appears in the Invoices app ribbon for this opportunity.

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