Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
broncobuster
Level 1

Alert that customer has a credit to use

Can you set up Quickbooks Desktop to alert you that a customer has a credit memo to use when you create an invoice for them.  

 

For example I have a customer who had an item warrantied and wants to keep the credit on his account until he is ready to get the replacement part.  I want Quickbooks to tell me he has an available credit when I create his invoice for his next purchase.  

3 Comments 3
BigRedConsulting
Community Champion

Alert that customer has a credit to use

No, QuickBooks won't do that.

AlcaeusF
Moderator

Alert that customer has a credit to use

Hi @broncobuster,

 

Thank you for posting here in the Community about the feature you need for the customer credits. I'm here to provide some clarification regarding the automation in QuickBooks Desktop.

The ability to set an alert about the available customer credits is unavailable. For now, the only available feature is to create automated payment reminders for invoices and statements.

 

I agree it would be beneficial to have this option in QuickBooks. Our engineers are constantly improving the product features of this platform.

 

As we assess this, I recommend sending your feedback directly to our product engineers. We continue to improve the features, and this option might be available in the future.

 

Here's how to submit feedback:

 

  1. Open QuickBooks Desktop.
  2. Click the Help tab at the top menu bar.
  3. Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

 

Also, I've attached an article on how to turn on automated payment reminders for invoices and statements in the future: Create automated payment reminders for invoices and statements.

 

Please don't hesitate to drop a comment if you have additional questions about managing customer credits or using automation for transactions in QuickBooks. I'm always around to help. Take care.

BigRedConsulting
Community Champion

Alert that customer has a credit to use

@AlcaeusF  RE: The ability to set an alert about the available customer credits is unavailable. 

 

There's an ability to do this that Intuit made unavailable? Why did Intuit do that?

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us