Workflow Workshop: What You Need to Know About Invoicing
This is a session in our weekly Workflow Workshop series where businesses learn how to streamline sales, operations, customer management, and payments with Method.
This week, Matas and Errol show how to build a better invoicing workflow in Method. They walk through creating QuickBooks-synced invoices, collecting payments through the customer portal, and customizing Method for customer statements, progressive invoicing, payment reminders, and recurring invoices. The session also explores how Method’s API can connect with AI to retrieve invoice data, create reports, and even help create invoices directly in Method.
You can register for the full Workflow Workshop series here.
