Customer Statement of Account
Summarize account balances, open invoices, credits, payments received, and aging status in one client-ready statement.. Create this document online — fill in…
Complete and download the PDF before creating an account
When to use and what to include
Compile account balances online, then generate a statement PDF for customer reconciliation. Use this monthly or at regular intervals to give a client a summary of all invoices, payments, credits, and their current balance, especially when you have an ongoing relationship with multiple jobs or a running account.
What to include
- Statement date, statement period (e.g., March 1-31, 2026), customer name, account number, and your company billing contact information.
- Opening balance brought forward from the previous statement period.
- Transaction detail: each invoice, payment, credit memo, and adjustment listed chronologically with date, reference number, description, and amount.
- Aging summary breaking the outstanding balance into current, 1-30 days past due, 31-60 days past due, 61-90 days past due, and over 90 days past due.
Common questions
- Can I prepare this Customer Statement of Account online with current balances?
- Yes. Update invoice references, payments, and open balances directly in the guided form.
- Can I save this Customer Statement of Account format for monthly billing cycles?
- Yes. With an account, save and reuse it for periodic account reviews and collections workflows.
- Can I generate a customer-ready PDF from this Customer Statement of Account?
- Yes. Export a clean PDF statement for client review and payment follow-up.
- How often should I send statements of account?
- Monthly statements suit ongoing clients. For one-time jobs, the invoice and receipt usually provide the complete transaction record.
- How does a statement of account differ from an invoice?
- An invoice requests payment for a specific job. A statement of account summarizes invoices, payments, credits, and the balance across a period.