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How do I add a past due stamp invoice in QuickBooks?

Open an invoice past its due. Select Formatting, then choose Manage Templates. Select the invoice template you want to use and select OK. From the “Company & Transaction Information” section, select Print Past Due Stamp. Select OK.

How do I do a balance forward in QuickBooks?

Go to Sales and select Customers. Find the customer on the list. In the action column, select the small arrow icon, then Create Statement. From the Statement Type drop-down menu, select Balance Forward. Enter the Statement Date, Start Date, and End Date.

How do I add an interest to an invoice in QuickBooks?

Click Sales, then go to the Customers tab. Choose the customer, then look for the past due invoice. Add the interest item in the unused line, then enter the amount. Click Save and close.

How do I add a late fee to an invoice in QuickBooks?

Select the Plus icon (+) on the Toolbar. Under Customers, choose Invoice. Fill out the invoice with the necessary information. From the Product/Service drop-down, choose the finance/service charge or late fee item. Enter the amount of the charge. Select Save and close.

How do I add a late fee?

To calculate late fees, first decide on the annual interest rate you want to charge, then divide that by 12. Next, multiply that monthly rate by the amount due to arrive at the monthly late fee. Will clients really pay late fees and interest charges?

How do I add a finance charge to an invoice in QuickBooks?

Log in to the QuickBooks company file as Admin. Go to the Edit menu, then select Preferences. Select Finance Charge, then go to the Company Preferences tab. Fill in the Annual Interest Rate (%), Minimum Finance Charge, and Grace Period (days) fields.

How do you calculate finance charges on a past due invoice?

Calculate the interest amount by dividing the number of days past due by 365, and then multiply the result by the interest rate and the amount of the invoice. For example, if the payment on a $1,500 invoice is 20 days late with a 6-percent interest rate, first divide 20 by 365.

Is a late fee taxable?

Interest, account service fees, and late fees In general, if you charge interest, service fees, or late fees for extending credit to your customers in order for them to pay you over a period of time, these charges are not part of the purchase price of the item or service and therefore, are not subject to sales tax.

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