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rigsbee-rick4
Level 1

I forgot to record a check sent in by a client to pay his invoice so in turn it shows a late fee added to the total. How cani fix this correctly for my records and his?

 
1 Comment 1
GlinetteC
Moderator

I forgot to record a check sent in by a client to pay his invoice so in turn it shows a late fee added to the total. How cani fix this correctly for my records and his?

I've got the steps you'll need on how to fix this, rigsbee-rick4.

 

QuickBooks offers two ways on how to handle the late fee. You can either create a second invoice or add the fee line item to the existing invoice. I'll show how to accomplish the tasks:

 

To create an invoice with an additional fee:

 

  1. Go to + New and select Invoice.
  2. Fill out the invoice with the necessary information.
  3. From the Product/Service drop-down, choose the late fee item. Please 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.
  4. Enter the amount of the fee.
  5. Click on Save and close.

To add the fee to an existing invoice:

 

  1. Go to the Sales tab and select Customers.
  2. Choose the name of the customer.
  3. Locate the invoice.
  4. In the next unused line on the Product/Service section, choose the late fee item.
  5. Enter the amount.
  6. Click on Save and close.

I'm adding the article that helps with adding finance charge in QBO: Add service fees manually to invoice.

 

Keep me posted if you have additional questions regarding charges in QBO. I'll be right here to help.

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