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Intuit

How to enter late fees or finance and service charges on invoices

If you need to charge customers for late fees or finance/service charges, you can either create a separate invoice for the charge or include it as another line item on your invoice.

Note: QuickBooks Online doesn't have the ability to automatically calculate finance/service charges or late fees on open invoices at this time. There is also no existing section on invoices for additional charges.

Create an invoice for an additional charge

Here's how to create an invoice for an additional charge:

  1. Select the Plus icon (+) on the Toolbar.
  2. Under Customers, choose Invoice.
  3. Fill out the invoice with the necessary information.
  4. From the Product/Service drop-down, choose the finance/service charge or late fee item.
    (Note: If you don't have an item for additional charges, select Add new from the Product/Service item drop-down. Choose the appropriate type, then fill out the Product/Service information form.)
  5. Enter the amount of the charge.
  6. Select Save and close.

Add an additional charge on an existing invoice

Here's how to add an additional charge on an existing invoice:

  1. From the left menu, select Sales, and select Customers.
  2. Select the name of the customer to view the Transaction List.
  3. Find and select the invoice.
  4. In the next unused line on the Product/Service section, choose the finance/service charge or late fee item.
    (Note: If you don't have an item for additional charges, select Add new from the Product/Service item drop-down. Choose the appropriate type, then fill out the Product/Service information form.)
  5. Enter the amount of the charge.
  6. Select Save and close.