Desktop version setting to automatically apply credits to invoices

Hello @barbr222,

As of the moment, there isn't an integrated way to automatically apply any available credits to your customer's open invoice. 

In the meantime, you can consider manually applying the credits to the corresponding invoices. To do so, you can create or open the invoice and click on the Apply Credits button.

Additionally, I've also included this helpful reference for a compilation of articles to help organize your customer transactions: Learn the different ways you can track customer transactions in QuickBooks Desktop.

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand. 

Not exactly automatic, but QB Desktop will lead you to do this as you record a credit memo.

When you record a credit memo, you're prompted with this message:

And if you choose the last option, then this window appears, with invoices pre-selected.  If the selection is correct, all you have to do is click Done:

So, it's almost automatic (at least it's very easy...)

Thanks so much, but what I am really hoping for is that when QB automatically creates monthly invoices, at that time existing credits would be automatically applied to those new invoices.   I was hoping to avoid having to manually go into each new invoice to apply existing credits.    Thanks for your response though.  I did get another response that  this feature is only available in QuickBooks online version, not in desktop.  :(

Thanks so much, but what I was really hoping for is this:  Each month I have QuickBooks automatically creating invoices.  When those invoices are automatically created, I was hoping that QB would automatically apply existing credits to the new invoices.  Instead I have to go into the new invoices each month to manually apply existing credits.   I was hoping to avoid that manual step.  Thanks for all the help though.  Great community! 

So basically you guys want us to change over to the online version of your software so we don't have any control to our database because it is no longer on our servers. Yet we need to purchase the license for our desktop to continue to use the software and if we don't we do not have access to our software on our own system. 

Help me here to understand, I want a more secure way of doing my transactions rather than doing them online, and getting hacked, just like Sony, The Government (IE: Hamilton Services) just this pasted 3 months and on going to other cities, why should we trust a software. Makes my head spin wish I didn't go digital and kept everything paper and pen.

Why would they, just another way to control the system. Having to pay monthly service fees so that we can use their software. We would be lucky if they would do such a thing to auto apply credits, lord forbid if they would put it on the desktop, without them getting a kickback just like payroll if you use payroll we have to pay them $2/employee if we use the desktop version of the payroll, yet we do all the work. Let that make sense.

Has there been any new resolution to having quickbooks apply credits to the memorized invoices, that are applied each month, and without having to do so manually? 

Automatically applying credits to a memorized transaction like an invoice is still not an option in QuickBooks Desktop (QBDT), B haven. Allow me to help you send a feature recommendation directly to our developers regarding this function.
 

Once you send feedback to our development team, they'll review them thoroughly. Kindly follow these steps to proceed:

1. Navigate to the Help menu.
2. Select Send Feedback Online, then Product Suggestion.
3. Choose the Product Area of your request.
4. Enter your feature comments and suggestions in the designated field. Then, complete the form accordingly.
5. Once done, hit Send Feedback.

You may also customize your templates in QuickBooks Desktop. It can help you personalize your forms according to their business preference.

Drop by again to this thread should you have more questions about managing your memorized invoices. Our team is always here to help you with your daily business operations in QBDT.