Statement of account template
A statement of account template summarises all invoices, payments and the balance a customer owes over a period. It gives the customer a single view of their account. Fill in the fields and download a clean PDF.
When do you use a client statement?
Use a statement to remind a customer of their overall balance, especially when several invoices are outstanding.
What should a client statement include?
- Your business details
- Customer details
- Statement date and period
- List of invoices with dates and amounts
- Payments received and running balance
- Opening balance, charges, payments and closing balance
Frequently asked questions
What is a statement of account?
A statement of account is a summary sent to a customer listing their invoices, payments and outstanding balance over a period. It helps the customer see everything they owe in one place rather than invoice by invoice.
How is a statement different from an invoice?
An invoice bills for a single set of goods or services. A statement summarises many invoices and payments to show the overall balance. A statement does not replace the individual invoices.
How often should I send statements?
Monthly is common, particularly for customers with regular or multiple invoices. Sending a statement is a gentle, professional way to prompt payment of anything overdue.
Does the statement generator cost anything?
No charge applies in the current release. You can build and download a statement 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 a statement include?
Include your business and customer details, the statement date and period, a list of invoices with their dates and amounts, payments received, and the opening and closing balance.