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accounting-calic
Level 1

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

We have a grace period of 30 days and the invoices in question are 32 days overdue, but no late fee has been applied.  The late fee setting was made prior to these invoices being created.  All invoices are in an open status.  
13 Comments 13
Kurt_M
QuickBooks Team

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Thanks for reaching out here in the Community, @accounting-calic. I've got some updates regarding your concern about late fees not being applied in your invoices in QuickBooks Online (QBO).

 

As I check here on my end, there's an investigation about late fees not showing up on invoices in QuickBooks Online. Our Product Development Team is aware of this issue and currently working on a fix.

 

What I can do is I can help you get in touch with our QuickBooks Online Support team. This way, they can add you to the list of affected users. To begin, here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:

 

  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

If you're using Plus, Essentials or Simple Start, you can reach out to our support from Monday to Friday 6 AM to 6PM PT and on Saturday, you can reach out to our support from 6 AM to 3 PM PT. If your subscription is QuickBooks Online Advanced, you can get in touch with our support team anytime.

 

Additionally, I've got you this article in case you'd like to personalize your sales form in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also check this article for tips on how to handle customers that can't pay their invoices in QBO: What to do if customers can't pay their invoices online.

 

@accounting-calic, know that you can always get back to me anytime if you need further assistance handling your late fees in QuickBooks Online. You're also welcome to post here again if you need help performing specific tasks in QuickBooks. Our dedicated product experts are always around to help you out. Thanks for choosing QuickBooks. Take care, and stay hydrated!

MaximusM
Level 1

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Thank you

ENIConcierge
Level 1

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

@Kurt_M I'm having this exact same issue. I see that the original post by @accounting-calic was from July 5th. When can we expect this issue to be resolved? Based on your reply your development team was already aware of this issues and were working on a fix prior to @accounting-calic initial post and over 30 days later there issue is still persisting?

MaryLandT
Moderator

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Thanks for joining this thread, ENIConcierge.

 

Let me provide an update about the status of the issue with late fees not showing up on invoices. Our Engineers are still looking into this now. Their next scheduled update will be Friday September 16, 2022, 21:00:00 GMT. 

 

For now, I'm unable to provide a workaround. I suggest contacting our QuickBooks Live Team. That way, they'll add your account  to the investigation and send updates via email.

 

Here's how to contact them.

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?).
  3. Select Contact Us.
  4. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

You can also browse this article so you know when to contact them: QuickBooks Online Support. You may dial the phone number provided in this page if you want to call our Support Team.

 

Thank you for your patience. Don't hesitate to post again if you have other QuickBooks concerns. I'm always around to answer your questions.

Mihkeng2009
Level 1

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Is there an open INV- Number you can provide so customers can be added when they call Customer Service

 

JessT
Moderator

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Thank you for jumping in, Mihkeng2009.

 

The INV number is 73057. However, based on our records, this issue is already resolved on August 9. If you're also having the same issue up to now, please contact our QBO Support so they can revisit this issue.

 

  1. Click on Help and click the Search tab.
  2. Click Contact Us at the bottom.
  3. Enter a sentence to describe your concern and click Continue.
  4. Choose Start a chat or Get a callback.

 

Let me know if you have concerns. Have a good one!

AdSecurity
Level 2

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

I am still having this issue and I have called QBO support 3 times over the past 3 months and  no-one seems to know anything at QBO tech support.  I am losing money because late fees are NOT being applied to customers accounts automatically.

Kurt_M
QuickBooks Team

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Hi there, @AdSecurity.
 

I appreciate the time and effort you've exerted into this, @AdSecurity. Know that we've sent this for review, and someone may contact you if they require any additional information. In case you haven't heard from our support team promptly, please feel free to respond. I'll make sure they get in touch with you.
 

If there's anything else that you'd like me to assist you with, feel free to get back to me anytime. It'll be my pleasure to help you out again. Take care, and have a good one.

chimeraboo
Level 1

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Late fees been working fine for months, suddenly, this week, after an update with QBO, late fees are not being applied automatically.

JoesemM
Moderator

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Hi there, @chimeraboo. I'll hop aboard and shed some insights into why the late fees are not applied automatically in QuickBooks.

 

You'll want to review the setup of your late fees and verify why it's not automatically applied to your invoices. Then, ensure that the Default charge applied to overdue invoices switch is turned on so the late fees will apply.

If you need to edit the default late fee settings, you may follow the steps below:

 

  1. Go to the Gear icon ⚙, then select Account and Settings.
  2. Click Sales, then, in the Late Fees, tap Edit ✎.
  3. Make the changes you want, then hit Save.

 

Once you edit the default late fee settings, all the new late fees added to invoices will use the updated setting for their calculation. While the fees applied to previous overdue invoices will remain the same. For more details on managing your late fees in QuickBooks, open this article: Apply late fees to overdue invoices automatically in QuickBooks Online.

 

If the issue persists, I recommend reaching out to our support team. They have the tools to check your account securely and perform a screen-sharing session to pinpoint its root cause. Just go to the QuickBooks section of this article for more info: Contact Support.   

 

In the meantime, you can manually add the late fees to your invoices and learn how to automatically or manually remind customers when the invoices are soon overdue: For the detailed steps, please see these articles: 

 

 

You can also post here again if you have any additional QuickBooks-related concerns. It'll be my pleasure to guide you again. Stay safe!

AdSecurity
Level 2

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Yes you have successfully repeated everything in the Online searches we have already known..   The issues is, IT DOES NOT WORK.   All those settings are correct and it does not work.   I have created a new QBO account and tested it, and late fees work just as they should, but not in my QBO account!!!

SirielJeaB
Moderator

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

Hello there, @AdSecurity. I hear your sentiments concerning this matter. I'll route you to the right team to handle this issue.

 

This isn't the kind of experience we want you to have in QuickBooks. I suggest contacting our Live Support Team to review the setup of your account and provide you the appropriate solution needed. 

 

To contact support:

 

  1. Sign in to your QuickBooks Online company. 
  2. Click Help (?).
  3. Select either tab to get started: Assistant or Talk to human.
  4. Search Contact Us.
  5. Hit Start a chat with a support expert.

 

Moreover, I've got you this article in case you'd like to personalize your sales form in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

AdSecurity, you can always get back to us anytime if you need further assistance handling your late fees in QuickBooks Online. We're available 24/7. More power to your business!

AdSecurity
Level 2

We have late fees setup however they're not showing up on overdue invoices. The invoices are still in an open status and setting was made prior to invoice being created.

wow that is funny  you once again missed where I said I have contacted live support several times and that support is just as bad as this support.   No one at QBO cares to solved issues or knows anything..  I have had a case opened for almost a year on this and have called LIVE support MANY MANY times and wasted hours of my time and no one knows how to fix the issue..

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