Click a blue field to typeHeadings and labels are editable tooEnter next fieldAutosaved · pick up where you left offTurn off “Headers and footers” when printing
| From | |
|---|---|
| Customer |
| Statement Date | |
|---|---|
| Account # | |
| Statement Period | |
| Payment Terms | |
| Previous Balance |
| Date | Type | Reference # | Description | Charges | Payments / Credits | Balance |
|---|---|---|---|---|---|---|
| Total | ||||||
| Current | 1–30 Days | 31–60 Days | 61–90 Days | Over 90 Days |
|---|---|---|---|---|
| Make Checks Payable To | |||
|---|---|---|---|
| Other Ways to Pay | |||
A statement of account (customer statement) summarizes a customer’s activity over a period: the previous balance, new invoices, payments and credits, and the balance due. It helps customers reconcile their records and pay what is outstanding.
All names, companies and contact details are fictional. Click “Fill sample” above to put this example into the empty fields; click again to remove the parts you did not change.
An invoice bills for a specific sale; a statement summarizes all invoices and payments over a period.
It groups the unpaid balance by how long it has been due, so overdue amounts stand out.
Yes. The Excel download includes the balance formulas.
More Business & Finance templates: Estimate · Purchase Order · Packing Slip · Expense Report · Timesheet · Mileage Log · Work Order · Commercial Invoice · Business Credit Application · Return Authorization Form · Customer Feedback Form · Event Registration Form · Donation Receipt · Pay Stub · Petty Cash Log · Change Order · Statement of Work
↑ Fill out the Statement of Account
