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Add Transaction Information to Invoice

My speech therapy clinic bills monthly, though some of my customers pay at each therapy session.  They bill their own insurance companies, and are required to submit copies of paid invoices.  I want to add transaction information such as the dates and identification numbers (check #'s, credit card transaction numbers, etc.) of payments, and the amounts paid, to the invoices.  This will help my customers receive timely payments from insurance.

 

I have added a custom field for payments in my invoices and currently show the total amount paid toward the invoice.  However, I cannot figure out how to add the transaction number and date for each payment.  Is there any way to do this within QuickBooks Desktop for Mac?

Solved
Best answer 02-21-2019

Accepted Solutions
QuickBooks Team

Re: Add Transaction Information to Invoice

Glad to have you here, @ingrael.

 

Welcome to the Community. I am here to share details on how you can customize your invoices in QuickBooks Desktop.

 

With QuickBooks Desktop Mac, you have the ability to customize how your invoices would look like and the data to be included on it via the Layout Designer.

 

Here's how:

 

  1. Open the invoice.
  2. Choose a template from the Template pop-up menu at the top of the form.
  3. Click on Edit Current Template.
  4. Go to the Fields tab.
  5. Pick the fields you want to include in the transaction.
  6. Navigate the other tabs to apply the preference you want to apply.

If you need to further help with the steps above, I'd suggest contacting QuickBooks Mac Support Team. They have the to help you update your invoice templates on a secure environment.

 

Here's how to get in touch with us:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact
  2. Choose QuickBooks Desktop for Mac
  3. Select Using QuickBooks for Mac.
  4. Scroll-down and click the Get Phone Number button.

Stay in touch with us here in the Community if you have other questions about navigating around QuickBooks. I'm here to help.

1 Comment
QuickBooks Team

Re: Add Transaction Information to Invoice

Glad to have you here, @ingrael.

 

Welcome to the Community. I am here to share details on how you can customize your invoices in QuickBooks Desktop.

 

With QuickBooks Desktop Mac, you have the ability to customize how your invoices would look like and the data to be included on it via the Layout Designer.

 

Here's how:

 

  1. Open the invoice.
  2. Choose a template from the Template pop-up menu at the top of the form.
  3. Click on Edit Current Template.
  4. Go to the Fields tab.
  5. Pick the fields you want to include in the transaction.
  6. Navigate the other tabs to apply the preference you want to apply.

If you need to further help with the steps above, I'd suggest contacting QuickBooks Mac Support Team. They have the to help you update your invoice templates on a secure environment.

 

Here's how to get in touch with us:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact
  2. Choose QuickBooks Desktop for Mac
  3. Select Using QuickBooks for Mac.
  4. Scroll-down and click the Get Phone Number button.

Stay in touch with us here in the Community if you have other questions about navigating around QuickBooks. I'm here to help.

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