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Join nowI am a event planner and take deposits from my clients. Due to covid I have deposits in excess of what I will be billing a client. I have invoiced a client and paid the invoice in full from their credit. The invoice shows a balance of $0 yet I have a reminder for unpaid invoice coming up. How do I clear this?
I have reviewed prior invoices and they appear the same and yet they are not on the reminder ???
Any assistance would be greatly appreciated. thanks
Let me share some troubleshooting steps that will help you fix this issue, @CATHYC77.
You can perform the Verify and Rebuild data in your QuickBooks Desktop. This tool scans your QuickBooks Desktop (QBDT) for any errors and quickly resolves them right away. I'd be glad to show you how:
For more details about the process, please see this article: Verify and Rebuild Data in QuickBooks Desktop.
Also, ensure your QuickBooks Desktop (QBDT) software is up-to-date. It could be the software is outdated, thus, it shows the reminder for the unpaid invoice.
If the issue persists, you can turn off the payment reminder that you set up. Once the issue is resolved you can turn on the payment reminder again.
Here's how:
I've also added these links that you can use to personalize email templates when sending messages from QuickBooks:
Here's also an article you can read more about the Account Receivable (A/R) workflows in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.
That information should get you back in order. If you have follow-up questions or concerns, please let me know. I'll be here and ready to help anytime. Have a good one, @CATHYC77.
Thank you, I had already ran the Verify Data function and no errors turned up.
Yesterday I went back in and changed the date of the invoices from August 31 to August 28 and for some reason they are now marked paid and no longer show in my reminders.
thanks for your prompt response!
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