If your client was not able to pay a certain service or product after the deadline, you can send him or her request for payment again using the past due invoice (with collection letter template), which can be downloaded online. Any type of service based on the original invoice can be featured in this template. Don’t forget to have a copy of such forms as part of your financial records.
How to Make the Past Due Invoice with Business Letter Template Word
Step 1 – Download the invoice template in its Adobe PDF (.pdf) or Microsoft Word (.doc) format.
Step 2 – The top portion of the word fax template requires input of the customer’s name, phone number, and address, followed by the invoice/letter’s date.
Step 3 – Enter the name of the customer you wish to write the letter to. Fill the blank field in the body of the past due invoice letter with total amount balance.
Step 4 – The middle part of the name writing template should include the invoice number, date, original payment amount, original payment due date, and description of work based on the original invoice. The following detail would be the total amount due.
Step 5 – At the end of the invoice or letter format word, write your name on print under your signature. If applicable, you may also write the name of your company.
A Guide on Making a Past Due Invoice in Microsoft Excel
Step 1 – Get the invoice downloaded in Microsoft Excel (.xls).
Step 2 – The heading of the letter of interest template Microsoft Word is for writing the contact details of the company such as name, address, phone number and fax numbers. The right side is where you write the date of this collection sheet.
Step 3 – Select who will receive the past due invoices. The Aging Summary table should be filled with the amount past due within each prior period. All the figures indicated will be totaled in the bottom row.
Step 4 – Each past due or passed due invoice has a separate row in the table and is matched with other relevant details under columns including date, number, customer name, due date, total amount due, and so on. The Age column should comprise the age of each invoice while the Outstanding column must provide how much the customer hasn’t paid. The Status column gives you the option to mark the invoice as Open or Closed. Mark the invoice as closed if the payment has been made. There are other statuses you can select for each invoice.