QuickBooks Desktop: Receivables - Late fees
Creating invoices in QuickBooks Desktop
If charging customers late fees, QuickBooks creates a separate invoice for the amount of the finance or late charge. When you sync, the original invoice and the finance charge invoice will sync to Cashflow360. Both invoices will appear in the Customer Portal where your customers log in to make a payment to you.
Creating invoices in Cashflow360
If creating invoices directly in Cashflow360, we recommend a similar approach. Create a second invoice for the finance or late charge to the customer. Alternatively, the original invoice can be edited to show the additional amount.
ACCOUNT SETUP View all