A monthly in arrears invoice is used to inform the recipient that they are more than 30 days late on their balance due. The invoice may also identify late fees and further penalties if the amount is not paid within a specific time-frame.
Common Types
- Child support;
- Monthly rent;
- Mortgage;
- Overtime pay; and
- Salary.
How To Write in PDF and Word
Download: Adobe PDF, Microsoft Word (.docx)
Step 1 – Acquire The Invoice Required To Seek An Overdue Payment
Obtain the Monthly In Arrears Invoice from this site. A “PDF” and a “Word” version are available using the two buttons available in the area below the preview image.
Step 2 – Identify The Payment Seeker As The Vendor, Manufacturer Or Contractor Behind This Invoice
This paperwork will seek a proper introduction of its Sender or the Payment Seeker. To this effect, find the text “Company Name” at the beginning of the invoice then replace it with the legal identity of the Payment Seeker’s Company. Include all necessary suffixes that serve to identify the status of the Sender (i.e. incorporated, LLP, etc.). 
The first empty line is attached to the “Name” label. This designation also refers to the Sender, but it must be the “Name” of an individual who can be corresponded with regarding this invoice. This may be an Officer in the Payment Seeker Company, its Owner, or a Customer Service Representative. Furnish a record of the “Street Address,” “City, State, Country,” and the “Zip Code” where the Payment Seeker receives mail in the presented spaces. The last two lines request the Payment Seeker’s “Phone” number and “E-Mail” address. Naturally, it should be considered imperative to verify that the Recipient of this paperwork has all the above information since it will facilitate the ability to contact the Payment Seeker.
Step 3 – Deliver The Current Invoice’s Filing Information
A distinct number must be determined and recorded on the “Invoice #” line. This serves as a title of reference defining this documentation and the details it will present to its Recipient. Keep in mind this should remain unique in your filing system, thus do not use a previous invoice number. There will be an area where you can cite an overdue invoice number in a later section. 
The completion “Date” of this invoice is also a required detail. This will clarify precisely when this demand for payment is being sent to the Recipient’s account with the Payment Seeker. A blank space opposite the invoice number is available for this presentation.
Step 4 – Name The Errant Customer Including His Or Her Billing Information
The next task requires that you confirm a few items from your records. Make sure the exact “Name” and billing address for the Errant Client is current and accurate then, use the “Bill To” section’s first area to “Name” this entity. Produce the Errant Client’s full “Name” where requested in this section.
Follow-up on the Errant Client’s identity with his or her complete billing address. The “Street Address” line will begin the area of this report, the “City, State, Country” line will continue it, while the “ZIP Code” line enables its conclusion.
Step 5 – Report On The Merchandise Or Services That Have Not Been Paid For
The second “Bill To” item is a table with a couple of columns. The first of these, “Description,” is a large-sized text box. Inform the Customer of the merchandise or services that have not been paid for in a timely fashion. If this invoice is the result of an unpaid penalty of a contract breach, then record the title/date of that contract along with relevant paperwork. In a case, where an item was ordered and unpaid for, it will be useful to record the original unpaid invoice number along with the item “Description” (see below). 
Step 6 – Clearly Deliver All Costs Contributing To The Total Funds Owed By The Recipient
The “Amount” column begins with a large textbox as well. Here, report the dollar “Amount” of each item you recorded. Do not include any taxes due to the original order or this one. Next, add all the amounts the Errant Client owes to the “Subtotal” box. Now, if any “Tax” must be applied to the late merchandise or service payment, record it in the next box down. The next box down is set for any “Late Fee” that has been assessed and applied to the Errant Client’s account. Add the “Subtotal,” “Tax,” and “Late Fee” values to one another then document the result in the “Total” box.
Step 7 – Include Additional Documentation Or Instructions As Needed
The “Comments Or Special Instructions” section after the arears invoicing table is ready to accept attachment titles, to allow direct instructions documented for the Errant Client’s benefit, or to present any other relevant dialogue that must occur on the blank lines displayed. 
How to Write in Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Obtain The Arears Invoice From This Page
The Excel template on this page can be used to seek past due payment from a specific entity (i.e. Client, Customer). Select the “Microsoft Excel (.xlsx)” link from this section of the page then save the available file to your computer.
Step 2 – Introduce The Payment Seeker Of This Invoice
The Payment Seeker will need to make sure this paperwork is immediately identified as correspondence from his or her Business. Begin this presentation with the Payment Seeker’s logo, “Company Name,” and the “Name” of the Service Representative or Business Owner sending this document in cells A1, A2, and A3. 
Continue to cells A4 (“Street Address”), A5 (“City, State…”), and A6 (“Zip Code”) where the Payment Seeker’s mailing address should be provided. This can also be the main office address so long as it is regularly monitored. Utilize cell A7 and cell A8 to dispense the Payment Seeker’s current “E-Mail” address and active “Phone” number.
Step 3 – Report The Current Document Information
The overdue account charges you present later will need to be tied to this invoice’s Sender and its Recipient. Accomplish this by inputting a unique invoice number in cell F4. The invoice “Date” when the Payment Seeker formally dispenses this paperwork has already been assigned in cell H4 as the current “Date” (as a convenience). This content can be changed at will if necessary.
Step 4 – Attach The Overdue Customer’s Identity To This Document
Return to column A where the heading “Bill To” has been placed. The Past Due Client’s entire “Name” in cell A11. Produce the Pas Due Client’s complete mailing address using the “Street Address” field then the “City, State, Country,” and “Zip Code” fields in cells A12, A13, and A14.
Step 5 – Describe The Goods And Services Not Yet Paid
The past due amount will naturally be owed for services commissioned by the Overdue Client or merchandise that was ordered. It may also be the result of a failed contract payment. Regardless of the origin of the unpaid amount, a synopsis of why the money is owed should be presented. Cell A17 is intended as a staging area for this report. 
Step 6 – Price All Past Due Items And Services Accordingly
Use cell A17 to inform the Past Due Client of the original pricing and any finance charges involved by entering each dollar “Amount” in the field provided. Sum all the dollar amounts assigned to the overdue services and goods to one “Subtotal” (cell H18) that excludes any applicable taxes. Determine the taxes imposed by the State (or locality) for this invoice then furnish the exact amount to cell H19. All late fees that were added to the past due “Subtotal” and corresponding taxes should be produced in the “Late Fee” field (cell H20).
To deliver the “Total” due to the Customer, you must add cells H20 (“Late Fee”), H19 (“Tax”), and H18 (“Subtotal”) to one another and produce this total in cell H21
Step 7 – Deliver Attachment Names, Instructions, Or More Content As Needed
Cell A23 will allow additional issues or documents this invoice must contain to be included. There will be ample space in this field to provide a wealth of information but if you need more room on the invoice you may insert as many new rows as required.
