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?