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 clean PDF in any currency, with no watermark.
When do you use an 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 an 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.
Does the account balance letter generator cost anything?
No charge applies in the current release. You can build and download a account balance letter with no watermark and no card details requested, and without an account. There is no account to create: everything is built and stored in your own browser.
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.