Free account balance letter template
An account balance letter template is a short formal document telling a customer the total they currently owe as at a given date. It is simpler than a full statement because it gives one clear figure rather than every transaction. Fill in the fields and download a PDF free, in any currency, with no watermark.
When do you use a account balance letter?
Use an account balance letter to confirm to a customer, in one clear figure, what they owe as at a given date.
What should a account balance letter include?
- Your business details
- Customer details
- Letter date
- As-at date
- Current balance owed
- Brief summary of what it covers
- Payment instructions
Frequently asked questions
What is an account balance letter?
An account balance letter is a brief formal document that tells a customer the total amount they owe as at a certain date. It is simpler than a full statement of account.
How is it different from a statement?
A statement lists every invoice and payment. An account balance letter gives the single current figure, which is useful for a quick confirmation or a credit reference.
When would I use one?
Use it to confirm a balance for a customer, a lender or a reference, or as a gentle prompt showing exactly what is outstanding.
Is the account balance letter generator free?
Yes, building and downloading an account balance letter is free, with no watermark and no card details.
What should it include?
Include your business and customer details, the letter date, the as-at date, the current balance owed, a brief note of what it covers, and payment instructions.