OVERVIEW
Invoices
Estimates
Sales orders
Sales receipts

Overview

The Customers tab allows you to access several different types of transactions throughout the Method environment.  These transactions are all integral to the day-to-day running of your business – you aren’t going to get very far in the sales process if you can’t generate an invoice, for example!  Because these transactions can be accessed from a variety of places in Method, we have created individual documentation for each transaction type, to which we will provide links below.  

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Invoices

Simply put, the point of a business is to make money, and the time-honored way to keep track of amounts owing is the invoice.  An invoice informs your customer that a balance is due, and Method’s invoice system allows you to build new invoices and keep track of (and edit) existing ones in a simple-to-use format.  To find out more about how to create and edit invoices in Method, please click here for our documentation on Invoices.

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Estimates

An estimate represents the presumed price for a product or service you will provide to a customer.  It’s important to keep track of the estimates you’ve sent to customers, because they are in effect a promise you’ve made – and good businesses always make good on their promises! Learn more about creating and editing estimates in Method by checking out our documentation on Estimates.

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Sales orders

A sales order is a company-generated record of what has been sold by your company, to whom, and when.  The reason a sales order exists is to create an internal record of all the pertinent details associated with a sale that allows for internal auditing. A sales order provides an accurate picture of the product or service your customer has requested, and creates a record of that request you can later compare to what was provided.  It also allows you to keep track of supply and demand, and track trends by associating sales orders with opportunities and campaigns. Find out more about how to create and edit sales orders in Method by reading our delightfully informative documentation on Sales orders!

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Sales receipts

A sales receipt allows your customers to keep track of their own purchases, building out their own trail of breadcrumbs not only for tax purposes, but also to keep track of their own workflow processes.  It can also be saved within Method to help you keep track of your internal workflow. Method allows you to build sales receipts using information pertinent to the sales exchange, as well as allowing you to edit existing receipts as necessary. Looking for a step-by-step guide to creating new sales receipts and editing existing ones?  Look no further than our Sales receipt documentation!

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