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Learn how to use the platform along with some tips and tricks

Add a late fee to an invoice

Set up a late fee once, then add it to any invoice in a couple of clicks.


A late fee is worth setting up once and reusing. You save it as a line item,
then drop it onto any invoice without retyping the name or the amount.

Set up the late fee

  1. Open Settings, then Invoicing.

The Settings menu, open to Invoicing

  1. Find Invoice Items and click + Add line item in the top right.

The Invoicing page, with Add line item in the top right of Invoice Items

  1. Give it a Name, such as "Late Fee".
  2. Turn on Taxable if you have to charge tax on it.
  3. Fill in the Price.
  4. Add any Tags you want it grouped under in your reports.

The Add line item form, filled in for the late fee

  1. Click Add.

It now appears in your list of invoice items, ready to use on any invoice.

Put it on an invoice

  1. Open the invoice you want to add it to.
  2. Click Edit in the top right.

The invoice, with Edit in the top right

  1. Click Add Saved Item at the bottom of the invoice.

The invoice being edited, with Add Saved Item open to the saved line items

  1. Choose your late fee from the list.
  2. Add it to the invoice.
  3. Click Save & Send.

The invoice with the late fee added, and Save & Send ready to email it

The vendor's invoice now shows the late fee, and the new total is what they
pay.

Use Save to hold it back

Save & Send emails the vendor straight away. Save keeps the
change on the invoice without telling them yet.

Can't find what you need?

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