Apply Credit to Invoice Reminders - Desktop Pro Plus 23

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!

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!

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.

I am looking for the same feature. I had used it before in the past.

Let me know if you have found it again.

I'm here to assist you in recovering the pop-up box that appears when saving an invoice for a customer with available credits, Cascade.

Firstly, it's possible that the "Do not display this message in the future" option was accidentally selected, which could be the reason why the pop-up box is no longer visible. I'll share a screenshot below for your reference.


To bring it back, please follow the steps below:

1. Go to the Edit menu and click Preferences.
   
2. Select General, then tick Bring back all one time messages.
   
3. Hit OK.

Then, generate an invoice for a customer with available credits and save it. The pop-up box will now appear again.
 

Additionally, I'll share this resource to aid you in recording invoice payments from your customers in QuickBooks Desktop (QBDT): Receive Payment.

If you have other questions about managing invoices or certain preferences in QBDT, comment below. The Community team is always here to provide assistance.