I appreciate you for the detailed information above, @SkeenLaw.
With QuickBooks Desktop for Mac, you're able to send the paid invoice information to your clients. When you're unable to do so, you may have experienced a slight data issue in your company file. You can scan and fix any possible errors by utilizing the Verify and Rebuild tools. Let me guide you how.
- Go to the File menu.
- Select Utilities.
- Choose Verify Data, then select OK to close all windows. If you see “Your data has failed the integrity check” you need to rebuild your file (proceed to the next step). If there are no problems with your data, you’re done.
- Go to the File menu.
- Select Utilities.
- Choose Rebuild Data, then select OK to close all windows.
- Click OK to make a backup of your company file.
- Once done, select OK.
After that, go ahead and send the paid invoices to your clients.
You can also send a transaction statement to your clients. This way, you're able to send both the invoice information along its payment. For the detailed steps, you can refer to this article's pages 90-91 (Creating Statements): QuickBooks Desktop for Mac User's Guide.
Additionally, you can easily keep track of your sales using predefined customer, job, and sales reports. You can learn more about this by checking out this article: Customize reports in QuickBooks Desktop. It includes details about creating specific custom reports like Sales receipts with payment check numbers and Payments linked to open invoices to name a few.
Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about managing invoices and other sales transactions in QuickBooks for Mac. I'm just around to help. Take care always.
