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confinance-osant
Level 1

In account&settings - sales I don't find the option of late fee. please guide me regarding this

In account&settings - sales I don't find the option of late fee. please guide me regarding this
7 Comments 7
Trish_T
QuickBooks Team

In account&settings - sales I don't find the option of late fee. please guide me regarding this

Hi confinance-osant,

 

It's nice to see you in Community.  Welcome!  QuickBooks Online enables you to manually add late fees to your invoices, as you see necessary.  I'd be happy to show you how!

 

To get started, you'll need to create a late fee item, so you can add a detailed description to your invoices.  Here's how;

 

1. Open your Settings ⚙ and select Products and services

2. Hit New, then choose Service

3. Enter a Name, such as Late Fee

(Optional) From the Category ▼ dropdown, select the category that best describes the fee. Find out more about item categories.

4. Complete the rest of the fields, as you feel necessary

5. Select Save and close.

Note: If you don't charge a standard fee, you can always change the fee amount on the invoice.

 

Follow these steps to add the fee to invoices;

 

1. Open Sales from the left menu and then Invoices (Take me there).

2. Select the invoice you want to add a service fee to

3. Edit invoice

4. From the Product/Service ▼ dropdown, select the service fee you created

5. In the Amount field, enter the amount of the service fee (optional)

6. In the Message on invoice section, add a note about the fee

7. Hit Save and send or Save and close.

 

Feel free to reach out again with other questions.  We're always glad to assist!

IAMCB
Level 1

In account&settings - sales I don't find the option of late fee. please guide me regarding this

The Knowledgebase article with this title:

 

"Apply late fees to overdue invoices automatically in QuickBooks Online"

 

Has instructions on where the automatic late fee option is and how to set it up. what exactly do you mean the option is not available?

Amanda-B
QuickBooks Team

In account&settings - sales I don't find the option of late fee. please guide me regarding this

Hey there, IAMCB.

 

Thanks for chiming in on this thread. Can you provide the link to the article? 

IAMCB
Level 1

In account&settings - sales I don't find the option of late fee. please guide me regarding this

Amanda-B
QuickBooks Team

In account&settings - sales I don't find the option of late fee. please guide me regarding this

Thanks, IAMCB. 

 

The information that has been provided above is accurate. The article that you've provided is for US customers. Feel free to leave feedback for our developers. Comments are viewed and considered as they create new features and updates.

 

Feel free to reach back out if you have any other questions.  

MotoPower
Level 1

In account&settings - sales I don't find the option of late fee. please guide me regarding this

Did the provided tutorial link work for you?

I have the same issue that I cannot find the late fee in Sales (Canada)

Trish_T
QuickBooks Team

In account&settings - sales I don't find the option of late fee. please guide me regarding this

Hello MotoPower,

 

At this time, the option to automatically apply late fees in QuickBooks Online Canada, is not available.  The link provided above is for QuickBooks Online U.S.  If you would like to see this feature come available in future updates, please don't hesitate to submit a suggestion to our Development Team.  Recommendations are greatly appreciated, in assisting us with improving your overall customer experience with QuickBooks Online.

 

If you have any other questions, feel free to touch base with us again.  We would be glad to help!

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