Skip to main content
February 24, 2022
Question

How do I add late fees for overdue accounts?

  • February 24, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 24, 2022

Hi susan-star-spark,

 

Thanks for reaching out here.  QuickBooks Online has the everything you need to reach your daily bookkeeping goals seamlessly.  Applying fees to overdue accounts can be done in a few steps.  I'll be happy to help!

 

Before you add a service or late fee to an invoice, you'll need to create the item.  Here's how:

 

1. Go to Settings ⚙ and select Products and services

2. Hit New and choose Service

3. Give the item a Name

4. Use the ▼ dropdown to select a Category

5. Complete the remaining fields as needed

6. Hit Save and close when completed

 

If you've already sent an invoice, follow these steps for the fee:

 

1. Select +New from the left menu

2. Click Invoice

3. Fill out the required fields

4. Use the ▼ dropdown menu to select the item you created in the Product/service field

5. Enter a note about the fee in the Message on invoice section as you feel necessary

6. Hit Save and send or Save and close

Here's a helpful guide for your reference, for adding fees to invoices in QuickBooks Online.

 

If you have any other questions, feel free to reach back out.  We'd be glad to assist!