How to Add Service Fees to Invoice in QuickBooks Online

Last Updated on November 7, 2020 by Editor Team

Today, here is the article to add service fees to invoice in QuickBooks Online. Those who are planning to charge a late fee for overdue invoices in QuickBooks Online this article will be the great source them. If you also want to add service fees to invoice in QuickBooks Online manually then stay with us, and continue with the article.

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Note:- For you and your company it would be good to give invoices to your company customers before informing them about surcharge and service fees. If you may want to include this in the default email message then you send with the invoice.

Procedure to Add Service Fees to Invoice in QuickBooks Online

Here we have given simple steps that will help you to do this process easily. All you have to do is complete these steps carefully:-

Step 1: Create a Service Fee Item

You can create the fee as a service item in QuickBooks. So, here lets you quickly add a standard fee with a clear, detailed description of invoices. Follow these steps;-

  • First, go to the Sales menu and then click on the option of the Products and services tab.
  • Click on the option of New.
  • After that, click on the Service option.
  • Then, need to give the fee a name.
  • Go to the Category dropdown menu, and then choose a category that best describes the fee. Learn more about item categories.
  • After that, fill out the rest of the fields as needed.
  • When you are done with all the above processes, then you need to click on the option of Save and close.

Tip:- If you don’t charge a standard fee, then don’t worry. You can always change the fee amount on the invoice.

Step 2: Add the Fee to an Invoice

In this step, you need to follow the steps based on whether you have already sent the invoice you need to add the fee to.

If the Invoice is Not Sent Yet

Here, you can add the fee as a line item to the existing invoice. And then follow these steps:-

  • Go to the Sales menu and then click on the Customers tab.
  • Then, you need to find and open the customer’s invoice.
  • After that, you need to choose the fee item you created in the Product or Service dropdown.
  • In the Message on the invoice section, you need to include a note about the fee. This is an optional process.
  • And at the last, click on the option of Save and Send or Save and Close.

If the Invoice is Already Sent

If you need to create a new invoice for the fee and send it to your customer. Then. follow these given below steps:-

  • First, you need to click on the option of + New.
  • After that, choose the option either Invoice or Send Invoice.
  • Need to fill out the invoice.
  • Click on the option of the fee item that you created in the Product or Service dropdown.
  • In the Message on the invoice section, include a note about the invoice the fee is related to. Also include the invoice number.
  • And at the last, click on the option of Save and Send or Save and Close.

That’s it, we hope, now it will be easy for you to add service fees to invoice in QuickBooks Online. Further if in case, you face any problem to perform these steps or need help to do this, then you can get our Accountwizy Proadvisor support whenever you want.

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How to Add Service Fees to Invoice in QuickBooks Online