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herrhammers
Level 2

How do I go back and remove late fee income that was automatically entered when an invoice was so many days late? I would rather enter manually and see it on invoice.

It's under additional income on the bottom of my reports which I don't care for, I'd rather have it with the invoice and see it with the regular income.
6 Comments 6
MaryLandT
Moderator

How do I go back and remove late fee income that was automatically entered when an invoice was so many days late? I would rather enter manually and see it on invoice.

Thank you for sharing your concerns here in the Community forum, herrhammers.

 

I'm here to guide you through on how to handle the late fee that appears on the report.

 

You can delete the late fee income transaction if it was entered separately from the invoice. To do so, simply open it from the report and delete the entry.

 

Once done, locate the invoice and add another line item for the late fee. If the invoice was tag as paid, delete the payment first. Then, record the payment of the invoice with the late fee.

 

You can set up automatic late fees in QuickBooks. Please browse this link to learn more about the process: Set up and apply automatic late fees to invoices.

 

Stay in touch with me if there's anything else you need by commenting below. I'll be around whenever you have follow-up questions about the data on your reports.

herrhammers
Level 2

How do I go back and remove late fee income that was automatically entered when an invoice was so many days late? I would rather enter manually and see it on invoice.

I thought I could do it that way, but when it brings me to the invoice it is not listed.  It's a separate cost on the report, but I can't find where to get to it.  I disabled the auto part, but the ones that automatically charged him is on the bottom part of the report, after the expenses listed as separate income.

JessT
Moderator

How do I go back and remove late fee income that was automatically entered when an invoice was so many days late? I would rather enter manually and see it on invoice.

Thank you for the reply, herrhammers.

 

Normally, the late fee is added as another line item on the overdue invoice. You might have renamed it. If there are many items on the invoice, one of them could be for the late fees. Please check their amounts to see if one of them equates to the late fee amount on your transaction report. Or, we can check your settings to see how you named your late fee item.

  1. Click on the Gear icon.
  2. Choose Accounts and Settings.
  3. Go to Sales and click the Late fees section.
  4. See how you named your late fee item.

 

Once you know the name, you can go back to your invoice and remove the line item with that name and replace it with the one you want.

 

By the way, if your only goal is to report late fees under your regular income account, you can simply change the Income account assigned to the item. Then, choose the option to affect the change to historical transactions, as shown below.

 

If there's anything that I can help you with your late fee fees, you can comment below. I'll be around to help you again.

herrhammers
Level 2

How do I go back and remove late fee income that was automatically entered when an invoice was so many days late? I would rather enter manually and see it on invoice.

But when I go from report to invoice it is not on the invoice.

herrhammers
Level 2

How do I go back and remove late fee income that was automatically entered when an invoice was so many days late? I would rather enter manually and see it on invoice.

Thank you!  I will check into that.  

herrhammers
Level 2

How do I go back and remove late fee income that was automatically entered when an invoice was so many days late? I would rather enter manually and see it on invoice.

Thank you, I'll check into it.

 

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