Charge late fees in the new invoice, not the original invoice

Good morning, @isaac-caretechno.

Thanks for taking the time to reach out to the QuickBooks Community. I hope you're having a wonderful day so far. 

There is an option to turn on automatic late fees for invoices in QuickBooks Online. However, since your client is requesting to have the late fees included on a new invoice instead of the previous (late) one, I recommend manually adding the late fees to the new invoice. 

Here's how: 

First, you'll need to create a late fee item:

1. Click on the Gear Icon and select Products and services

2. Hit New, then choose Service

3. Enter a Name, such as Late Fee (Optional).

4. From the Category dropdown, select the category that best describes the fee. 

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

6. Hit Save and close.

Once you've created the late fee item, you can apply it to the invoice. Here's how:

1. Choose the invoice you want to add a service fee to.

2. Edit invoice.

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

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

5. Hit Save and send or Save and close.

That should do the trick. If your client is interested in the automatic feature, you can see more details about that here: Apply late fees to overdue invoices automatically in Quickbooks Online.

Please don't hesitate to let me know if there is anything else I can assist you with. Take care! 

Unfortunately, that's not what they want. They want their past invoices to show up as PAST DUE on the current invoice, which also will include late fees, with an additional charge of Current Charges. The same way your electric/gas bills produce their invoices. 

I also do not want to do anything manually, so that is not an option. 

Thanks,

Isaac

I have steps that will help you achieve your invoicing goal, Isaac.
 
To conveniently incorporate your previous invoices into your current invoice, including any accrued late fees, you can consider turning on the Account Summary feature on your invoice template.

Here's how:

1. Go to the Gear icon, then click Custom form styles.
   
   
2. Hit New Style and choose Invoice.
   
   
3. Navigate to Content, then click on the middle part of the invoice template.
4. Check the box next to Show on invoice to enable the Account summary.
5. Once finished, click Done.
   
   
6. Finally, use the customized invoice template when creating a new invoice.

After that, the past invoices of that specific customer will be displayed on the invoice you created.

Just a heads up that if you turn on the Account Summary on your template, you won't be able to view which past invoices are being added to your current invoice.

If you want each past invoice to show on your current invoices, I recommend sending feedback to our Product Engineers. This way, they can review your suggestion and consider adding it in future updates.

Here's how:

1. Select the Gear icon, then choose Feedback.
2. Type in your product suggestions.
3. Select Next to submit.

I'm always here to support you throughout this process. I'll be here to help you out if you need further assistance incorporating your past invoices and current invoices.

Thanks. But how do I apply it to different customers? I do not see where that is set.

Thank you for your prompt response, isaac. I'll further assist you so you can show your customers their past invoices on the current one. Let's work side-by-side to ensure you can effectively manage your finances. 

You'll need to choose the Custom form styles template with the enabled Account Summary option as a Design when creating your invoices. I'll show you how:  

1. On the Invoice window, hit the Payor view tab.
2. From the Design section, select the template.
3. Key in the necessary information.
4. Click Print or download or Save and close.
   

However, if you want to apply it to all your customers, you'll need to set it as the default template to enable it as the design for all your invoices automatically. 

Refer to the steps below:

1. Go to the Custom form styles page.
2. Choose the template with the enabled Account Summary option.
3. Select the dropdown menu, and click Make default.
   

I'm here if you need any help with managing customer remittances and balances in QuickBooks Online, isaac. Just let me know if you run into trouble and I'll do my best to assist you. Wishing you all the best for the remainder of the week! Stay safe and healthy.