A mortgage payment invoice is issued by a creditor to the payor of a mortgage. The payment is usually the same every month and incorporates the principal, interest and the pro-rated amount of real estate taxes and insurance.
HOW TO WRITE IN PDF OR WORD
Download: Adobe PDF, Microsoft Word (.docx)
Step 1 – Acquire Your Mortgage Payment Invoice Template As A PDF Or Word File
Download the “Adobe PDF” or “Microsoft Word (.docx)” version of the Mortgage Invoice Template by choosing the desired file type from the choices above or the buttons placed in the caption area of the preview.
Step 2 – Dispense The Mortgagee’s Legal Company Name
The Mortgagee or Lender sending this paperwork must self-identify at the top of the page as the Sender. A text box with the language “Company Name” is reserved for the Mortgage “Company Name” of the Sender. 
Naming the Agent handling this paperwork or who is responsible for responding to any inquiries will be the first requirement of the Mortgage Company or Mortgagee’s contact information. Look for the blank line attached to the “Name” label then furnish the Mortgage Officer or Agent’s full “Name” to it. This invoice will expect a display of the Mortgagee mailing address and will handle this by presenting three different lines. The “Street Address” line is reserved for the Mortgagee’s building number, street/road name, and any applicable suite number in the Mortgagee’s mailing address while the “City, State, Country” line accepts the customary second line of this address. The Mortgage Company’s assigned postal code or “Zip Code” has a different line for display in this area. Locate then satisfy this line with the “Zip Code” it requests. Next, the Mortgagee “Phone” number and “E-Mail” address should be presented on the two lines closing this area.
Step 3 – Introduce The Invoice With Its Reference Material
A predetermined invoice number will have been designated as the Mortgage “Invoice #” for the payment being requested. The shaded bar dividing the header from the body of this invoice requires this reference material provided to its contents. 
The “Date” when the Mortgagee first requests this payment is the next concern. Produce it on the line labeled “Date” directly under the title of this document and placed in the divider line.
Step 4 – Attach The Mortgagor’s Billing Details
The Mortgagor must also be named in this document. This should be handled by filling in the “Bill To” portion of the invoice. The “Name” line here will accept the Mortgagee or Borrower’s identity. This must be his or her legal identity as it was provided on the original mortgaging documents. 
An official billing address should be documented to display where this document must arrive. The “Street Address” and “City, State, Country” lines in this section will accept the Mortgagor’s billing address for display while the “Zip Code” line that follows requires a separate entry for the Mortgagor’s postal code.
Step 5 – Display The Mortgage Payment Description
The invoice being completed must contain a “Description” of the mortgage payment requested along with the numbers involved. The first box in the billing table employs a large field (labeled “Description”) as a display area for the contract title and effective date obligating the Mortgagor to pay this bill. 
Step 6 – Formally Request The Mortgage Payment
The “Amount” requested for the mortgage payment should be listed before you apply any of the required taxes. Thus, locate this right-hand field then produce the dollar amount(s) requested.
An additional opportunity for the Mortgagor to review the requested mortgage payment is available in the “Subtotal” box. If more than one mortgage payment is being invoiced add them together then record them as the “Subtotal.” 
All taxes required with this mortgage payment must be recorded as a total in “Tax/Vat” The Mortgagee must now produce the full amount that must be paid. This will be the amount requested in “Subtotal” with the taxes that must be collected in “Tax/VAT.” Record the result of this addition in the “Total” box.
Step 7 – Declare The Final Day For An On-Time Payment
A basic instructional statement to the Mortgagor has been included for the benefit of on-time payment. Declare the number of “Days” after the invoice “Date” when the Mortgagee will declare this invoice delinquent if unpaid by the Mortgagor. 
Step 8 – Continue With Any Necessary Mortgaging Documentation
The “Comments Or Special Instructions” lines at the end of this invoice are strictly for the Mortgagee’s use. This area can be provided with any additional information or mortgaging document titles that are attached. If no such items are needed, then you may leave it blank 
HOW TO WRITE IN EXCEL
Download; Microsoft Excel (.xlsx)
Step 1 – Gain Access To the Mortgage Invoice Excel Template To Save It
Select “Excel” Mortgage Invoice Template by choosing the appropriate button from the preview caption area. A conveniently placed “Microsoft Excel (.xlsx)” link above this statement will also enable the same access.
Step 2 – Introduce The Lender Or Mortgagee Behind This Paperwork
Open your spreadsheet with the appropriate program then identify the Lender, otherwise known as the Mortgagee, by inserting the Mortgage Company’s logo in cell A1 and furnishing its “Company Name” directly below it in cell A2. 
The Mortgage Officer or Company Agent who can field any invoice inquiries for the Mortgage Company is the next concern of column A. His or her full “Name” must be produced in cell A3. Cells A4 and A5 have been set with the appropriate labels requesting that the mailing address used by the Mortgage Company be presented as a “Street Address” and “City, State, Country.” Enter the Mortgage Company’s “Zip Code” in cell A6 to complete the mailing address. Generally, the Mortgagee will want its contact information fully available in case this invoice must be discussed. Thus, report its “E-Mail” address in cell A7 and furnish the Mortgagee’s “Phone” number in cell A8.
Step 3 – Provide The Mortgagee’s Invoice References That Applies
The reference material used by the Mortgagee to locate this document in its system or discuss the payment must be displayed under the “Invoice #” label. Delete cell F4’s contents then record the mortgage payment’s invoice number in its place. A formal Invoice “Date” when the Mortgagee requires payment should be documented with its reference number. Cell H4 shows this mortgage payment’s Invoice “Date” set on your desktop’s calendar. This can be edited at will.
Step 4 – Open The Billing Section With The Mortgagor’s Billing Information
The Borrower or Mortgagor’s full “Name” must be recorded in cell A11. As the field completing the column heading term “Bill To,” it will expect your entry to be the full legal “Name” of the obligated Mortgagor. 
Produce the Mortgagor’s complete billing address (as it appears in the Mortgagee’s records) in the “Street Address,” “City, State, Country,” and “Zip Code” fields. This material is expected in cell A12, A13, and A14, respectively.
Step 5 – Formally Document The Details Of The Mortgage Payment
The mortgage payment “Description” should be produced in cell A17 by citing the title of the mortgage agreement in place along with its effective date. Additional details such as the Mortgagee’s account number for the Borrower’s account may also be supplied. This is a free-form field that will accept the material you present accordingly.
Step 6 – Discuss The Owed Mortgage Payment
Cell H17 titled as “Amount” requests a record of the base mortgage payment expected by the Mortgagee. The sum of all expected mortgage payment amounts listed in cell H17 should be furnished as the Mortgagee’s “Subtotal” for this bill. The taxes applying to the loan amount should be calculated then furnished in cell H19 (“Tax/VAT”). This table will be completed when you add the mortgage “Subtotal” to the calculated “Tax/VAT” then document the result in cell H20 (“Total”).
Step 7 – Apply The Mortgagee’s Deadline For the Expected Payment
Cell H21 of this paperwork presents a statement from the Mortgagee to the Borrower. The bracketed pound sign displayed in this statement should be recorded with a predetermined number. This number must represent the amount of “Days” after this document’s “Date” constituting the grace period for payment.
Step 8 – Continue With Additional Comments And Attachments As Needed
The Mortgagee may decide that more content is appropriate for this request. If so, you may record this in cell A22 or name the attachment titles for this invoice. 
