Download the past due invoice template (including letter) to formally request payment after the original due date of the payment has passed. In case the recipient has attempted to pay the sender or has sent payment, the invoice includes a request for an update on the status of the payment. Use this template for any type of service that the original invoice was for and be sure to keep a copy for your financial records.
How to Make in Adobe PDF and Microsoft Word
Step 2 – Enter the customer’s name, address, and phone number at the top, and then write the date of the invoice/letter.
Step 3 – Write the customer’s name after “Dear” to begin the letter, and then enter the total amount due in the blank field in the paragraph.
Step 4 – In the middle, refer to the original invoice with its number, date, original due date of payment, original amount of payment, and description of work. Enter the total due again just below this.
Step 5 – Finish the template by signing and printing your name as well as writing your company’s name if needed.
How to Make in Microsoft Excel
Step 1 – Download in Microsoft Excel (.xls).
Step 2 – Heading – Write your company’s name, address, and phone/fax numbers at the top left, followed by the date of this tracking sheet at the right.
Step 3 – Select which customers have past due invoices, and then in the Aging Summary table, enter the amount past due within each prior period, which will come to a total in the bottom row.
Step 4 – Table – Use a different row in the table for each invoice, and fill in each one’s date, number, customer name, due date, total amount due, and so forth. Then indicate how old each one is in the Age column and show the amount the customer hasn’t paid in the Outstanding column. In the Status column, you can mark Open or Closed to show whether the invoice has been paid in full or not, or any other descriptor to show the status of each invoice.