Loan Payment Invoice Template acts as a formal request for the owed payment from a Debtor. It should be filled out with accurate and up-to-date information due to the impact it can have on someone’s account in the Loaner’s systems. There will be ample room and enough freedom to handle virtually any type of loan payment request that must be made and issued. However, this versatility does not sacrifice the structure necessary in an organized template that can be used repeatedly for this type of payment request.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
1 – Invoice Clients With The Loan Payment Invoice
Download a copy of the invoice on this page to your machine to invoice Loan Clients. You can gain access to a “Word” or “PDF” version that you can edit (with compatible software) to input information or customize it with client-specific information.
2 – The Lender Must Be Identified
Identify the Lending Company in the first field by substituting the “Company Name” text with this entity’s legal name. 
The Lending Officer sending this document must self-report on the “Name” line by filling in his or her complete “Name.” The purpose of this section is to give the Recipient the material necessary to contact the Lender regarding this bill to either submit payment or make payment arrangements. Therefore, this must be the “Name” of the Employee who will represent the Lending Company in this matter. Produce the “Street Address,” city, state, country, and the Lending Company’s “ZIP Code” on the three lines following the identity you input above.
It would be wise to dispense more immediate options for contacting the Lender to this section using the blank line labeled “Phone” to display an appropriate telephone number at the Lender’s Office and the “E-Mail” the Lender maintains regularly
3 – Invoice The Debtor With Unique Information
The Loan Company will likely have determined a unique number that will be attached to the paperwork presently being worked on. Look up the invoice number then input it on the line coupled with the text label “Invoice #.” 
The calendar “Date” that applies to the invoice charges we will define should also be well-documented and in plain view. Submit this “Date” on the right side of this page. Identify the Debtor on the “Name” line in the “Bill To” section then proceed with the Debtor’s mailing “Street Address” on the next line and the Debtor’s “City, State, Country,” and “ZIP Code” on the next two lines. 
Now, the specifics of the loan being invoiced must be discussed for the benefit of the Debtor. This “Description” will aid in solidifying the Debtor’s obligations and may be presented in the left-hand box of the invoice table provided. 
The set of boxes in the “Amount” column will require a few more entries beginning with the cost of each loan you listed in the previous area.
If this paperwork has listed more than one loan amount that must be paid above, then add them to one sum and furnish it to the “Subtotal” box. If only one charge is being discussed, then re-enter it here. The “Tax” being added to the loan(s) being billed must be disclosed to the Debtor. Perform this task in the “Tax” box.
Finally, add the loan “Subtotal” to the “Tax” that must be paid and report the result in the “Total” box at the bottom of the “Amount” column. The statement placed after the completed table will give the Debtor a timeframe to work with. Use the blank space here to inform the Debtor how many “…Days” he or she has to pay this invoice without being subject to late penalties.
Additional provisions or instructions can be attached via the blank lines following the “Comments Or Special Instructions” label.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
1 – Use The Invoice Template As A Spreadsheet
Save the loan invoice pictured in the preview as a spreadsheet using either the appropriately labeled blue button (“Excel”) or the link attached to the bold “Download” label above.
2 – Identify The Lender And The Debtor
The Recipient of this paperwork should be able to recognize the Lender’s Business immediately upon seeing this document. Thus, produce the Lender’s Business logo or banner in cell A1, the entire name of this Financial Institution or entity in cell A2, and the full name of the Loan Officer, Collection Agent, or Lending Agent sending this document in cell A3. 
The next three cells will focus on the mailing address of the Lender. Cell A4, A5, and A6 will require the Lender’s “Street Address,” “City, State, Country,” then, the Lender’s “Zip Code” furnished in place of the labels currently occupying these cells. Cell A7 and cell A8 are set for the Lender’s “E-mail” address and the Lender’s current business line (“Phone”). Make certain that the information entered here will allow the Recipient to contact the person (or entity) named above in a reliable and relatively speedy manner. The Recipient of this invoice or the Debtor is a necessary component in the A column. Locate the “Bill To” are then supply the Debtor’s “Name” in cell A11. 
Report the Debtor’s mailing address using the next three cells down this column (cell A12, cell A13, and cell 14).
3 – Attach These Entities To The Invoiced Amount
The Financial Institution or the Lending Entity will have a bookkeeping or accounting system in place for invoicing. Locate the “Invoice #” that will be used to track this correspondence and input it to cell F4. This is coupled with an invoice “Date” (cell H4) which you may leave as is or edit. Cell A17 will require a clear “Description” of the loan contract or agreement details that obligate the Debtor to pay this invoice. Produce this information for the benefit of the Debtor to this cell.
The next cell requiring attention, cell H17, needs the invoice “Amount” that must be paid entered to its contents. Sum all amounts that were recorded in cell H17, then enter this as the “Subtotal” in cell H18. The next cell down the H column requires the “Tax” owed by the Debtor recorded in it. Finally, the “Subtotal” and “Tax” amounts must be added with the sum provided in cell H20.
4 – Additional Disclosures Or Terms May Be Included
You can place a deadline on this loan payment by informing the Debtor that he or she only has a limited number of days to submit payment. Do this by substituting the brackets in cell A21 with this number. 
Cell A22 can be utilized if you wish to include additional instructions, provide any necessary disclosures, or set any provisions in place.
