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C
cbran
February 2, 2023
Question

Apply Credit to Invoice Reminders - Desktop Pro Plus 23

  • February 2, 2023
  • 1 reply
  • 0 views

Hi -

 

I am using Desktop Pro Plus 23.  We often take advance deposits on projects.  When I would create an invoice for a customer - a reminder would pop up asking if I would like to apply a credit to the invoice.  It had options - Yes, No, Don't ask me again.  While I do not remember turning off the reminder - it is possible I might have in haste.  I cannot find where to turn on this reminder again.

I know where to find the credits, how to apply them manually etc.  I do not want to automatically apply credits - as we often wait til later in the project or the final invoice to apply deposits.  I would just like the reminder prompt to come up again when I finish an invoice - so that I am not overlooking a deposit on hand.

Thank you!

1 reply

MichelleBh
MichelleBh
February 2, 2023

Hello, @cbran.

 

We're glad to have you here in the Community. I can help you turn on the automatic invoice reminders and turn off the feature that automatically applies to payments in QuickBooks Desktop (QBDT).

 

In QBDT, it only takes a few easy steps to turn on the feature that sends automatic payment reminders. This lets you keep track of the open bills for your customers. This is how:

 

  1. Choose Edit at the top menu bar and select Preferences.
  2. Tap Company Preferences.
  3. Click Reminders and pick your desired option.
  4. Hit OK. 

 

Once done, you can create a schedule for emailing your customers. You can refer to this article for more detailed steps: How to schedule payment reminders.

 

You can also turn off the feature that automatically applies to payments by following the steps below:

 

  1. Go to the Edit menu and select Preference.
  2. Select the Payments menu.
  3. Click the Company Preferences and ensure to uncheck the Automatically apply payments box. 
  4. Hit OK. 

 

Additionally, you can set up memorized transactions on QuickBooks Desktop. This allows the system to enter your memorized transactions to save time automatically.

 

I recommend posting here in the Community space if you have other queries about invoices. I'll always be there for you. Have a great time, and stay safe!

C
cbranAuthor
February 2, 2023

Thank you for the reply. I was specifically looking for the dialogue box that would pop up when entering/saving an invoice for a customer who had available credits - just to have as a safeguard so I didn't forget to apply the credits when billing.

When I was reviwing the preferences - I did find what I was looking for - Under the preferences > my prefernces - when I checked the box "Bring back all one time messages" the dialogue box returned when I saved the invoice when there were credits available.

Thanks again!

 

C
cascadeBATH
February 1, 2025

Yes, I am looking for same. I had used in past but now I don't see it anymore.

Let me know if you have figured it out.

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