Automatic Late fees post onto new invoice

Hello, ssobul.

I'd like to share some details and steps regarding the late fees.

In QuickBooks Online, once the late fees option is turned on, fees will be calculated on invoices that become overdue (for the first time) the following day.

Additionally, invoices that were overdue prior to turning on the feature will not be included for the automatic calculation. This means that QuickBooks Online does not retroactively apply late fees to past invoices. You can, however, create an item for the late fee and manually add it as a product/service line on your past invoices.

To set different late fee rules for a specific customer, you can follow these steps:

1. Go to Sales or Invoicing > Customers.
2. Select the customer's name.
3. Click the Late Fees tab and set the rules.
4. Hit Save once done. 

Here's a sample screenshot for a visual guide:

To learn more about the automatic late fees feature, you can read this article: Set up and apply automatic late fees to invoices.

In case you need help with other task in QuickBooks Online, you can visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials and more.

Please feel free to leave a reply on this post if you have any additional questions or other concerns. I'll be right here to help you out. Stay safe!

Go back to the original post to read and reply to the question actually asked. Your reply is not the answer. 

Let me make it up to you, Ssobul.

The process I will share with you lets you add a late fee to new invoices. However, it will be done manually.
 

First, you'll have to create a service item for the late fee. Then, add the service item or late fee when you create the new invoice.

If you need anything else, please feel free to let us know. We'll get back to you as soon as we can. Take care!

I realize I can make a manual invoice. Please stop answering questions that were not asked.  I would like to know where it is in the QBO roadmap so that QBO does it itself.  It is a severe deficiency that QBO does not already do this step and the current way it processes automatic late fees.  

Hi there, @ssobul.

I hear you and realize the benefit of being able to apply the late fees automatically to your new invoice.

The late fees feature in QuickBooks Online currently applies to the invoices that were sent to the customers. For now, you may continue to manually add the late fee item on your invoices to get your work done.

Know that our developers are constantly considering new feature to be added to the system. I'd encourage you sending this preference to them so this will be assessed. We aim to make the product work the way your business needs.

To do that:

1. Click on the Gear icon at the top.
2. Select on Feedback.
3. Enter your request and click Next. 

I'm also adding here some links that you can visit to be updated about our road-maps and latest news about QuickBooks Online:

• The QuickBooks Blog
• QuickBooks Resource Center    

The Community is always here to help you if you have any concerns with QuickBooks. Feel free to reach us out. Have a lovely day!