Good morning, @LBarnes74. How's your day going so far? I hope all is well! I wanted to make sure I understood your question correctly. Do you mean that you want to create a copy of an invoice that is past due and add a late fee to the copy? If so, I want to cover some details about available features in QuickBooks Desktop, so you won't have to go that route. There are two different features I think you could benefit from. They are the Assess finance charge and Past due stamp features. The Assess finance charge feature allows users to use it for situations involving unpaid customer balances or interest accrued during the duration of non-payment. Let me walk you through some steps to use it below. Go to the Customers menu, then tap on Assess Finance Charges. Select the appropriate A/R account. Note that QuickBooks only displays the A/R Account field when your Chart of Accounts contains more than one A/R. Set the Assessment date. Choose the customers and jobs you want to assess finance charges for. Click on Assess Charges.Note: When you assess finance charges, QuickBooks creates a Finance Charge Invoice per customer. You have the option to print it or leave it cleared to be included in your next statements. For additional information about this feature and how to turn it on, check out Assess finance charge. Now that I've covered some details about Assess finance charges, let's check out the Past Due Stamp for invoices. The Past Due Stamp is there, so users don't overlook invoices that are past their payment dates. You can also email and print these with the stamp to send to your customers. I've included some steps below to use this feature. Open an invoice past its due. Select Formatting, then choose Manage Templates. Click on the invoice template you want to use and hit OK. From the "Company & Transaction Information" section, tap on Print Past Due Stamp. Select OK. You may print the invoice or send it through an email with the PAST DUE stamp. For more information, check out Show Past Due Stamp on invoices in QuickBooks Desktop. I hope this helps you out. I'm here if you have any questions or concerns. Have a good one, and stay safe!

Question

How do I automatically include a copy of the past due invoice with the late fee/finance charge invoice?

3 replies
52 views

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QuickBooks Desktop

Tori B

QuickBooks Team

Good morning, @LBarnes74.

How's your day going so far? I hope all is well!

I wanted to make sure I understood your question correctly. Do you mean that you want to create a copy of an invoice that is past due and add a late fee to the copy? If so, I want to cover some details about available features in QuickBooks Desktop, so you won't have to go that route.

There are two different features I think you could benefit from. They are the Assess finance charge and Past due stamp features.

The Assess finance charge feature allows users to use it for situations involving unpaid customer balances or interest accrued during the duration of non-payment. Let me walk you through some steps to use it below.

Go to the Customers menu, then tap on Assess Finance Charges.
Select the appropriate A/R account. Note that QuickBooks only displays the A/R Account field when your Chart of Accounts contains more than one A/R.
Set the Assessment date.
Choose the customers and jobs you want to assess finance charges for.
Click on Assess Charges.
Note: When you assess finance charges, QuickBooks creates a Finance Charge Invoice per customer. You have the option to print it or leave it cleared to be included in your next statements.

For additional information about this feature and how to turn it on, check out Assess finance charge.

Now that I've covered some details about Assess finance charges, let's check out the Past Due Stamp for invoices.

The Past Due Stamp is there, so users don't overlook invoices that are past their payment dates. You can also email and print these with the stamp to send to your customers. I've included some steps below to use this feature.

Open an invoice past its due.
Select Formatting, then choose Manage Templates.
Click on the invoice template you want to use and hit OK.
From the "Company & Transaction Information" section, tap on Print Past Due Stamp.
Select OK.
You may print the invoice or send it through an email with the PAST DUE stamp.

For more information, check out Show Past Due Stamp on invoices in QuickBooks Desktop.

I hope this helps you out. I'm here if you have any questions or concerns. Have a good one, and stay safe!

L

LBarnes74Author

Thank you for the quick reply.

However, it didn't address what I am asking. I create late fee invoices monthly and have them emailed out. Customers want a copy of the invoice(s) that is related to the late fee. Is there a way to attach a copy of the past due invoice to the late fee invoice when it is being emailed out automatically?

K

Kurt_M

QuickBooks Team

I appreciate you for getting back in the thread, @LBarnes74. I've got you covered. I'll help you get this sorted out so you can attach the past due invoice to the late fee invoices and send them to your customer in QuickBooks Desktop (QBDT).

You can export a copy of the past-due invoice to a PDF file. This way, you can attach the file when you create a new invoice containing the late fees. I'll gladly input the steps below so you can complete your tasks. To begin, here's how:

Access your QuickBooks Desktop company.
Go to the Customer center, and then select the customer.
In the Transactions column, locate the past due invoice and then open it.
Click the Save icon, and then select Save as PDF.
Once done, click Save and close.

Now to attach the file to an invoice, you'll want to create an invoice with the late fees service items in it. These are the steps:

Access your QuickBooks Online company.
Go to Customers, and then select Create Invoices.
Select the customer, and then add the late fees service item.
input the necessary details.
Click the Attach File icon.
Click the Email icon and select Invoice and Attached files.
Once done, hit Save and Close.

In addition, I've got you this article to help you manage the invoice payments: Take and process payments in QuickBooks Desktop.

You can also check this page to learn more about how you can track your money in and out in QBDT: Track your cash flow in QuickBooks Desktop.

@LBarnes74, our door is open 24/7 if you need further assistance with this. You can also post here again in case you need help performing specific tasks in QuickBooks. I'll be more than happy to help you out again. Take care, and have a nice day.

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