Invoice Template With Late Fee will handle the follow-up inquiries and requests regarding delinquent payments. Unfortunately, at times, an obstacle may prevent a Customer from submitting a timely payment. When this happens it is generally recommended that the Company requesting payment prompt its Customer to take the transaction agreement made by these two parties seriously. When this is necessary, the Issuer should make some efforts toward reminding the Customer of the neglected payment and inform him or her of the results. This invoice will allow for the details involved with this goal to be documented for the Customer’s benefit and the sake of good paperwork.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
Step 1 – Review Your Options Then Save The Invoice
This site presents a few options to save the paperwork needed when issuing an invoice imposing a late fee. For our current goals, choose either the “Word” or “PDF” button near the invoice preview or one of the links underneath this section’s title. Save this file to an easily accessible folder.
Step 2 – Introduce Your Entity Once You Open This Document
Open this file using your software then type in the legal name of the Business seeking payment in the “Company Name” textbox. 
Produce the “Name,” of the Company Representative who will handle the receipt of payment or any correspondence with the Customer resulting from this invoice on the next line down.
This may not be the first time the Customer is contacted regarding the service or the products, however, this document’s header should supply some standard items of contact as a consideration and formality. The “Street Address” and “City, State, Country” will seek to present the mailing address of the concerned Business.
The postal code assigned to the mailing address should be presented on the “Zip Code”
You must also make sure the Customer can contact your Business by alternative methods. Therefore, two additional blank lines will enable a presentation of your Business Or Work “Phone” number and the “E-Mail” address you wish the Customer to use when contacting your office or the Business must be placed on the last blank line of this section.
Step 3 – Furnish The Invoice Definitions To This Document
It will be beneficial for both the Business and the Customer that this paperwork remains distinguishable from other documents in their filing systems. Thus, the “Invoice #” line in the next section expects your entry of the identification number that must be assigned to this transaction for future reference.
The “Date” of this paperwork will be required to define when this request is formally submitted to the Customer, thus a blank on the right of the invoice number has been reserved for its presentation.
Step 4 – Address The Delinquent Payer As The Recipient
The “Bill To” section will enable this document to target a specific Party. Many consider this a vital act in solidifying the Customer held responsible for the late fee and the invoice amount that must be paid. The “Name” line underneath this bold title will accept this Biller’s legal identity for display. 
It is customary to also include a presentation of the delinquent Customer’s mailing address. Three separately labeled lines are presented in this section for this purpose. 
Step 5 – Remind The Client Of The Job Or Order Yet To Be Paid
The Business using this paperwork would have to give the Customer an opportunity to pay for the products and/or the services that were provided. However, it is a good idea to make sure that a presentation of this material is included as a reminder to the Invoice Recipient. Use the “Description” section to either report the original invoice number or the details of the services/products that require payment. 
Step 6 – Deliver A Clear Presentation Of The Money Owed
The second column should be used to present the unpaid “Amount” owed for the invoice. Report this without any taxes or fees included in the first box of this column. The second field in this column, labeled “Subtotal,” should be used to summarize the owed amount as one sum. Thus, if more than one amount was listed above add them to one figure in this field. If your Business must add “Tax” to the reported “Subtotal” then it must be shown as a separate amount in the next field down. Calculate then input any such taxes to this field. It is time to inform the Customer how much money will be added as a “Late Fee.” Report this penalty separately in the appropriately labeled field. Now, the “Total” that must be paid must consist of the figures you recorded as the “Subtotal,” “Tax,” and “Late Fee” added to one figure. This figure will be displayed as the full payable amount for this invoice.
Step 7 – Prompt An On-Time Payment
Since this invoice will concern an amount subject to your Business’ “Late Fee, ” it will be wise to give the Customer a solid deadline to submit payment. Put this in the form of countdown starting from the invoice date as a number of “Days” on the blank space attached to the words “Payment Is Due” 
Step 8 – Comment On This Invoice Or Deliver Additional Instruction
The blank lines corresponding to the “Comments Or Special Instructions” label are for additional content or any attachments concerning the unpaid invoice.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Obtain The Late Fee Invoice As An Excel Sheet
The late fee invoice spreadsheet on this page is accessible by choosing the “Excel” button from the choices available with the preview image on this page.
Step 2 – The Late Fee Invoice Must Start With The Business Name Of the Sender
Open the spreadsheet and select the image in cell A1. Delete it then upload the Billing Company’s logo to this field as a substitution 
Your Company or Professional Name should be coupled with its logo. Input the “Company Name” as content to cell A2. Now, identify yourself as the Sender in cell A3 or input the Billing Company Representative’s “Name” to this field.
In most, if not all cases, an invoice with a late fee imposed on it will not be the first correspondence to the Payer. However, the mailing address of the Sender may provide some aid if it is immediately presented with the Billing Company’s name. Therefore, produce the Sender’s address, substituting the Country for the postal code, in cell A4 and A5Furnish the Sender’s postal code in cell A6. Additionally, an effort to provide a more convenient method of contact should be made at the request of column A. Cell A7 anticipates a presentation of the Billing Company’s “E-Mail” address.
In this spirit, also furnish this entity’s “Phone” number in cell A8
Step 3 – Produce A Document Number To Define This Late Fee
Generally, it is often recommended that a document number or filing number be used as an identifier. Such an item ties in all the details presented on a bill or invoice. This document will be no exception and should be assigned with a filing number of its own in cell F4 (underneath the “Invoice #” label).
Continue to the adjacent cell (H4). The default “Date” in this cell will be considered the first calendar day that the late fee is assigned to the original invoice charges and remains editable should a different one be more appropriate.
Step 4 – Record The Billing Information Used By The Customer
One of the tools this template employs will be the “Bill To” section. As the title suggests, whoever is named here will be the target of this invoice and the entity expected to submit payment in response to receiving it. Cell A11 is set to receive your reproduction of the Client’s full “Name” while the three that follow (A12 through A14) anticipate this entity’s current mailing address. 
Step 5 – Reproduce Details Of the Order That Has Been Left Unpaid By the Customer
Before we present the late fee being imposed, we should focus our attention on cell A17. Here, we will submit a review of the invoice that requires payment. This may take the form of a reported invoice number and date (from the original paperwork) or a summary of the items or labor whose unpaid status requires a late fee. 
Step 6 – Formally Attach The Late Fee To The Owed Amount
Column H, designated with the “Amount” heading, means to display the original payable amounts as well as the required additional charges. Begin with a presentation of the original prices for the payable services and products in cell H17 You must produce the “Subtotal” in cell H18. That is, the sum of the values you entered in cell H17 without any additional expenses must be reported. After you have summarized what the Company is charging, the additional charges may be presented. In Cell H19, the sales and service taxes required with the “Subtotal” must be entered for the Client’s review. In our example, Montana will not require a sales “Tax” so we will produce “0.00” as our content. Submit the “Late Fee” that will be expected with the overdue payment in cell H20. The “Total” label attached to cell H21 will be our final report. Input the sum of cells A18, A19, and A20 to this field.
Step 7 – Instruct The Client To Correct The Situation By Paying On Time
The “Total” we reported should be attached to a due date that steers the Client to submitting payment on time. Cell A22 will accept the number of “Days” after the invoice “Date” you named earlier that define when an on time payment is made. Supply this number by replacing the “[#]” between the term “Payment Is Due in” and the word “Days” 
Step 8 – Any Content Or Instruction Can Be Delivered Separately
Additional instruction or documentation may be required to prompt the Client’s payment. All such material can be supplied to cell A23
