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Statement of account template

A statement of account for a period: each invoice, payment and credit in date order with a running balance, and the amount due at the end.

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The statement template, filled in with example details

What's on it

  • Statement date, account number and the period covered
  • Your details and the customer's
  • Eleven lines with date, reference, charges, payments and balance
  • Opening balance, new charges, payments and balance due
  • How to pay

One page, US Letter. The picture shows example details; yours opens empty.

Good to know

  • The running balance is typed in, not calculated, so check the last line against the balance due.
  • Sending one every month is a polite way to chase late payment without writing a reminder.

How to use it

  1. 1

    Press the button. The template opens in the editor, empty.

  2. 2

    Type into the boxes and tick what applies. Click any wording to change it, and add your logo or signature.

  3. 3

    Download the finished PDF, or save it to your account to reuse.

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