Loan Invoice Template
Create professional loan invoices for installment billing with clear loan references and payment periods. This loan invoice template supports scheduled payments, optional interest charges, servicing fees, and administrative fees—ideal for documenting repayments and ensuring payments are posted correctly. Download instantly in PDF, Word, or Excel format.
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Subtotal$500.00
Total (USD)$500.00
What to Include on a Loan Invoice
Loan invoices should clearly identify the loan and the repayment period.
Loan details- Loan/account reference
- Payment period
- Payment schedule (optional)
- Borrower name (optional)
- Loan payment (installment)
- Interest charge (if applicable)
- Loan servicing fee
- Late payment fee (if applicable)
- Administration/documentation fees
- Total due
- Payment instructions and reference notes
Installment Payments and Clear Repayment Records
Installment billing works best when each invoice is easy to reconcile.
Best practices- Use a consistent payment period (monthly/weekly)
- Include the loan/account reference prominently
- Separate installment amount and any interest/fees
Interest, Servicing Fees, and Administrative Charges
Some loan invoices include additional charges.
Common add-ons- Interest amounts for the period
- Loan servicing fees
- Documentation or administrative fees
- Late fees when payments are past due
Using Payment References to Avoid Misapplied Payments
Loan payments often rely on reference numbers.
Best practices- Require the loan/account reference with every payment
- Use the payment period to reduce confusion
- Provide a standard memo format if clients pay by bank transfer