Past Due Payment Invoice Template

Past Due Payment Invoice Template acts as solid notice that a Client’s negligence in paying an overdue bill is now and an official request that the overdue amount be paid. Many Companies issuing such an invoice will need to be able to produce as much information regarding the overdue payment as possible in an easy-to-read document. This template will divide the subject matters into several sections that will allow for an organized presentation.

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How to Write in PDF and MS Word

Download: Adobe PDF & Microsoft Word (.docx)

1 – Download Then Issue The Past Due Payment Invoice

The files available on this page will give you access to the displayed invoice. Three types are available: Adobe PDF, Microsoft Word (.docx), and Open Document Type (.ODT). Select one or all of these to download to use when necessary.


2 – Identify The Concerned Merchant

Our first step in completing this paperwork will be to display the Merchant’s information at the top of the page. This is the Company or Entity that has issued an unanswered invoice to the Recipient in the past. The “Company Name” field at the start of this page will provide the space necessary.                In addition to the Merchant’s identity, we will need to also display the “Name” of the Merchant’s Collection Agent or Employee issuing this paperwork on the line attached to the “Name” text label in the top left half of the page.                           Record the Merchant’s accounts payable address to the blank spaces labeled with the terms “Street Address” and “City, State, Country.” Follow through with this address by inputting the corresponding “Zip Code to the Merchant address you supplied.                         Two more standard options for contact should also be delivered to this area. Use the blank lines attached to the text labels “Phone” and “E-Mail” to produce the Merchant’s contact options.                                       


3 – The Invoice Must Identified When Addressing The Recipient

This paperwork will need to be named for the benefit of the Recipient. This is especially true since the Recipient may simply be disorganized. Regardless of the situation, the invoice number the Merchant has assigned to this past due invoice must be input on the “Invoice #” space.                        The exact “Date” the Merchant wishes this paperwork applied to the Recipient’s account must also be submitted. Place this information on the line corresponding to the label “Date.”                   Now let us address this Recipient properly. The “Bill To” heading corresponds to four blank spaces that will mimic a standard mailing label and expect the Recipient information provided to them. This information must consist of the Recipient’s complete “Name” and full billing address.                  


4 – Summarize The Past Due Charges Using The Presented Table

The table placed at the center of this document is meant to showcase the past due information. The “Description” area of this table contains a free form field where you can input a variety of information that defines what the Recipient agreed to pay for. This may be the Merchant’s services or the Merchant’s products so long as the items listed here have been billed to the Recipient then left unpaid.              The next column over, under the “Amount” heading, requires that you list the price of everything you listed in the first column. This can be presented as a total or by displaying each cost involved.                         The “Subtotal” part of the last column requires that you produce the total payment owed as priced by the Merchant and excluding any tastes. Produce this accordingly.                             Any taxes required must be produced in the next box down.                 The “Tax” entered and “Subtotal” reported must be added to one another and displayed in the “Total” box.

The area underneath the table is meant to address any additional concerns. For instance, if you wish to impose a specific deadline, then record it as a number (of “…Days”) on the blank line in the “Payment Is Due…” sentence.                                 If you attach any documents (i.e. the original unanswered invoice), cite each one by name and date on the lines following “Comments Or Special Instructions.” This area can also be utilized to discuss additional topics pertaining to the Recipient and the past due amount.                                     


How to Write in MS Excel

Download: Microsoft Excel (.xlsx)

1 – Save The Excel Version Of The Past Due Invoice To Your Machine

Use the “Excel (.xls)” link after the word “Download” above to save a copy of the paperwork required to request a past due amount.


2 – Report Some Preliminary Invoice Information

We will begin the process of filling out this document with cell F4. This field is concerned with identifying the “Invoice #” for this document. Keep in mind that this should not be the unpaid invoices being discussed but a unique number on its own. Also, review the contents of cell H4 to make sure the “Date” displayed is the one you wish used for the past due invoice “Date”                   

Now that we have identified this document, we will need to identify its Sender. Begin by attaching the Company’s banner or logo to cell A1 and furnishing the “Company Name” of the entity sending this past due invoice to cell A2.                      The next few cells will concentrate on enabling the Client to contact the Merchant or Company issuing this document. In cell A3, fill in the “Name” of the Company Representing issuing this past due document. His or her “Name” must be followed by the Company’s mailing “Street Address” (cell A4), its corresponding “City, State, Country,” and the appropriate Company or Merchant’s “Zip Code.”              The “E-mail” and “Phone” number the Merchant or issuing Company expects any additional correspondence to be directed to must also have their own areas of display. Use cell A7 (“E-mail”) and cell A8 (“Phone”) to display the information                 


3 – Identify The Delinquent Account And Owed Money

As we proceed through column A, we will come across the “Bill To” section. The set of cells that follow are set here to accept the delinquent Client’s full “Name” (A12) and mailing address (A13, A14, and A15). Make certain when filling out this information that it is up-to-date and accurate.                        The body of the past due invoice will be occupied with table that delivers an adequate amount of room to report on the past due services or products that must be paid for by the Client. This account is a necessary entry in cell A17.                              Place the original price for the past due products/services in cell H17. Make sure each price you list lines up with the item it defines.         Produce the full dollar value of the money owed (excluding taxes) in cell H18.    The taxes that are owed will be listed separately in cell H19. Produce this accordingly to this cell if applicable           
Lastly, document the “Total” owed in cell H20. This must also be same value as that of the “Subtotal” added to “Tax.                    Cell A21 and A22 work with each other to allow you to cover any additional concerns that should be included. Cell A21 contains an obligatory statement applying to the Client’s payment. The brackets here require the number of days when a payment must be received before additional collection measures are employed while cell A22 accepts nearly any topic that should be included after the words “Comments Or Special Instructions.”