How do I add finance fees to a customer statement?

You can customize statements in QuickBooks Online to include all the details of your invoices, Terri.

In QuickBooks Online, late fees can be added to your invoices as an additional line item. To ensure that late fees are properly displayed on your customer's statement, make sure the List each transaction including all detail lines option is selected.

Here’s how:

1. Go to the Gear icon and select Account and Settings.
2. Click the Sales tab and select Statements.
3. In the Statements section, choose the List each transaction including all detail lines option.
4. To display amounts owed based on how many days they are overdue, turn on Show ageing table at the bottom of the statement.
5. Click Save, then select Done.

After completing these steps, generate the customer's statement again. It will show all the details you've added to invoices, including the late fees.

For more details about creating and sending customer statements, refer to this link: Create and send customer statements in QuickBooks Online.

Let me know if there's anything else you need help with regarding customer statements. I'm here to help.

Hi Terri,

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