Creating professional and accurate invoices is crucial for any bank or financial institution. A well-designed invoice not only ensures timely payments but also strengthens your brand image. We’ve compiled a collection of 23 adaptable bank invoice templates designed to simplify your billing process. These templates cater to a variety of banking services, including loan repayments, service charges, account maintenance fees, and more. Choose the template that best suits your needs and customize it with your bank’s logo, branding, and specific service details.
These templates are available in a variety of formats, including Microsoft Word, Excel, and PDF, offering flexibility and ease of use. They are designed to be easily customizable, allowing you to add your bank’s branding, contact information, and payment terms. By utilizing these templates, you can ensure consistency and accuracy across all your invoices, reducing errors and improving your overall financial operations. Consider integrating these templates with your existing accounting software for even greater efficiency.
Using pre-designed templates saves valuable time and resources, freeing up your staff to focus on other critical tasks. The consistent format provided by these templates also minimizes confusion for your clients, leading to faster payment processing and improved customer satisfaction. Furthermore, these templates can be easily updated to reflect any changes in your pricing or service offerings. Download them for free and elevate your banking invoicing process.
Beyond simple invoices, we have templates suited for more complex banking situations, such as overdue invoices. The collection ensures that whether you are a small credit union or an international bank, we have a solution to make creating invoices a breeze.
Sample Letters for Bank Invoice Templates
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Loan Repayment – Account [Account Number]**
Dear [Client Name],
Please find attached invoice [Invoice Number] for the monthly repayment of your loan, account number [Account Number]. The total amount due is [Amount Due], which is payable by [Due Date].
Payment can be made through [Payment Methods – e.g., online banking, wire transfer, check].
If you have any questions, please do not hesitate to contact us at [Phone Number] or [Email Address].
Sincerely,
[Bank Representative Name]
**Sample 2: Overdue Invoice Reminder**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Overdue Invoice Reminder – Invoice [Invoice Number]**
Dear [Client Name],
This is a friendly reminder that invoice [Invoice Number] for [Amount Due] is now overdue. The original due date was [Original Due Date].
Please remit payment as soon as possible to avoid any late fees or penalties. You can make a payment through [Payment Methods].
If you have already made the payment, please disregard this notice. If you have any questions or require assistance, please contact us.
Sincerely,
[Bank Representative Name]
**Sample 3: Invoice for Service Charges**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Service Charges – Account [Account Number]**
Dear [Client Name],
Please find attached invoice [Invoice Number] for service charges related to your account [Account Number] for the period of [Start Date] to [End Date]. The total amount due is [Amount Due].
These charges include [List of Charges – e.g., account maintenance fee, transaction fees]. A detailed breakdown is provided on the attached invoice.
Payment is due by [Due Date]. You can pay through [Payment Methods].
If you have any questions regarding these charges, please contact us.
Sincerely,
[Bank Representative Name]
**Sample 4: Final Notice – Overdue Loan Payment**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Final Notice: Overdue Loan Payment – Account [Account Number] – Invoice [Invoice Number]**
Dear [Client Name],
This serves as a final notice regarding your overdue loan payment for account [Account Number]. Invoice [Invoice Number], originally due on [Original Due Date], remains unpaid. The outstanding balance is [Amount Due], which includes accrued interest and late fees.
Failure to remit payment immediately will result in further action, including potential reporting to credit bureaus and legal proceedings. We urge you to contact us within 24 hours to discuss payment arrangements.
You can make a payment online, by phone, or in person. Please contact us to make arrangements.
Sincerely,
[Bank Representative Name]
**Sample 5: Invoice for Wire Transfer Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Wire Transfer Fee – Account [Account Number] – Transaction Date [Transaction Date]**
Dear [Client Name],
Please find attached invoice [Invoice Number] for the wire transfer fee associated with the transaction completed on [Transaction Date] from account [Account Number]. The fee is [Amount Due].
This fee covers the cost of processing the wire transfer. Details of the wire transfer are included on the attached invoice.
Payment is due by [Due Date]. You can pay using [Payment Methods].
If you require further clarification, please contact us.
Sincerely,
[Bank Representative Name]
**Sample 6: Invoice for Account Closure Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Account Closure Fee – Account [Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the account closure fee associated with closing account number [Account Number]. The amount due is [Amount Due].
As per our account terms and conditions, a fee is charged for closing accounts within a specified timeframe after opening.
Please remit payment by [Due Date] via [Payment Methods].
If you have any queries, please contact us.
Sincerely,
[Bank Representative Name]
**Sample 7: Invoice for Returned Check Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Returned Check Fee – Check Number [Check Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the returned check fee associated with check number [Check Number], which was returned due to [Reason for Return, e.g., insufficient funds]. The amount due is [Amount Due].
This fee covers the bank’s cost of processing the returned check.
Please pay the fee by [Due Date] via [Payment Methods].
If you have any concerns, please contact us.
Sincerely,
[Bank Representative Name]
**Sample 8: Invoice for Credit Card Late Payment Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Credit Card Late Payment Fee – Card Number [Card Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the late payment fee assessed to your credit card account [Card Number] due to a payment received after the due date. The amount due is [Amount Due].
The payment was due on [Original Due Date] and was received on [Date Payment Received]. This resulted in a late payment fee.
Please remit payment by [Due Date] using [Payment Methods].
If you have any questions, please call us.
Sincerely,
[Bank Representative Name]
**Sample 9: Invoice for Overdraft Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Overdraft Fee – Account [Account Number] – Transaction Date [Transaction Date]**
Dear [Client Name],
This invoice [Invoice Number] is for the overdraft fee incurred on your account [Account Number] on [Transaction Date]. The amount due is [Amount Due].
This fee was assessed because the transaction exceeded your available balance at the time of processing.
Please remit payment by [Due Date] through [Payment Methods].
Contact us with any questions you have.
Sincerely,
[Bank Representative Name]
**Sample 10: Invoice for Account Statement Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Account Statement Fee – Account [Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the printed account statement fee associated with your account [Account Number]. The amount due is [Amount Due].
As per our policy, a fee is charged for printed account statements, unless you have opted for electronic statements.
Please pay by [Due Date] using [Payment Methods].
If you would prefer to receive electronic statements in the future, please contact us to update your preferences.
Sincerely,
[Bank Representative Name]
**Sample 11: Invoice for Loan Origination Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Loan Origination Fee – Loan Account [Loan Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the loan origination fee related to your loan account [Loan Account Number]. The amount due is [Amount Due].
This fee covers the costs associated with processing and underwriting your loan. Details can be found in your loan agreement.
Payment is due by [Due Date] via [Payment Methods].
If you have any questions about this fee, please don’t hesitate to contact your loan officer.
Sincerely,
[Bank Representative Name]
**Sample 12: Invoice for International Transaction Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for International Transaction Fee – Account [Account Number] – Transaction Date [Transaction Date]**
Dear [Client Name],
This invoice [Invoice Number] is for the international transaction fee incurred on your account [Account Number] for the transaction completed on [Transaction Date]. The amount is [Amount Due].
This fee is charged for processing transactions in foreign currencies.
Please pay by [Due Date] via [Payment Methods].
Contact us if you need more clarification.
Sincerely,
[Bank Representative Name]
**Sample 13: Invoice for Safe Deposit Box Rental Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Safe Deposit Box Rental Fee – Box Number [Box Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the annual rental fee for your safe deposit box, box number [Box Number]. The amount due is [Amount Due].
The rental period is from [Start Date] to [End Date].
Please remit payment by [Due Date] using [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 14: Invoice for Stop Payment Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Stop Payment Fee – Check Number [Check Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the stop payment fee associated with your request to stop payment on check number [Check Number]. The amount due is [Amount Due].
This fee covers the cost of processing your stop payment request.
Please pay by [Due Date] using [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 15: Invoice for Credit Card Annual Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Credit Card Annual Fee – Card Number [Card Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the annual fee for your credit card, card number [Card Number]. The amount due is [Amount Due].
This fee is charged annually to cover the benefits and services associated with your card.
Please pay by [Due Date] through [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 16: Invoice for Insufficient Funds (NSF) Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Insufficient Funds (NSF) Fee – Account [Account Number] – Transaction Date [Transaction Date]**
Dear [Client Name],
This invoice [Invoice Number] is for the Non-Sufficient Funds (NSF) fee incurred on your account [Account Number] on [Transaction Date] because of insufficient funds. The amount due is [Amount Due].
This fee results when a transaction is attempted and your account lacks sufficient funds to cover it.
Please pay by [Due Date] through [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 17: Invoice for Loan Prepayment Penalty**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Loan Prepayment Penalty – Loan Account [Loan Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the loan prepayment penalty associated with paying off your loan account [Loan Account Number] earlier than agreed. The amount due is [Amount Due].
As stated in your loan agreement, a penalty applies for early repayment.
Please make the payment by [Due Date] through [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 18: Invoice for Foreign Currency Conversion Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Foreign Currency Conversion Fee – Account [Account Number] – Transaction Date [Transaction Date]**
Dear [Client Name],
This invoice [Invoice Number] covers the foreign currency conversion fee related to a transaction on [Transaction Date] involving your account [Account Number]. The amount due is [Amount Due].
This fee applies to transactions involving currency exchange.
Please remit payment by [Due Date] through [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 19: Invoice for Debit Card Replacement Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Debit Card Replacement Fee – Account [Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the replacement fee of your debit card associated with account [Account Number]. The amount due is [Amount Due].
This fee is charged for replacing a lost, stolen, or damaged debit card.
Please pay by [Due Date] using [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 20: Invoice for Early Withdrawal Penalty (CD)**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Early Withdrawal Penalty – CD Account [CD Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the early withdrawal penalty on your CD account [CD Account Number] because you withdrew the funds before the maturity date. The amount due is [Amount Due].
Our CD terms state penalties for early withdrawals.
Please make payment by [Due Date] using [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 21: Invoice for Account Research Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Account Research Fee – Account [Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the fee related to researching activity on account [Account Number] per your request. The amount due is [Amount Due].
A research fee is applied for extensive account investigations.
Please submit payment by [Due Date] using [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 22: Invoice for Dormant Account Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Dormant Account Fee – Account [Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the dormant account fee assessed to your account [Account Number] because there was no activity within a specified period. The amount due is [Amount Due].
Per our terms, a fee is charged on dormant accounts. To avoid future fees, please resume activity on your account.
Please pay the invoice by [Due Date] through [Payment Methods].
Sincerely,
[Bank Representative Name]
**Sample 23: Invoice for Business Account Analysis Fee**
[Bank Letterhead]
[Date]
[Client Name]
[Client Address]
**Subject: Invoice for Business Account Analysis Fee – Account [Account Number]**
Dear [Client Name],
This invoice [Invoice Number] is for the business account analysis fee for your business account [Account Number]. The amount due is [Amount Due].
This fee covers the cost of analyzing your business’s banking activity to provide optimal service and pricing. Details are outlined in your account agreement.
Please remit payment by [Due Date] via [Payment Methods].
Sincerely,
[Bank Representative Name]
Conclusion
Leveraging these 23 bank invoice templates will undoubtedly streamline your bank’s billing process, improving accuracy, efficiency, and professionalism. The customizable nature of the templates allows you to tailor them to your specific needs, ensuring consistent branding and clear communication with your clients. By utilizing these resources, you can optimize your financial operations and contribute to a smoother, more efficient banking experience for both your institution and your valued customers.
