Rental Customer Statement of Account

Summarize outstanding balances, prior charges, payment credits, and aging status for periodic tenant account communication.

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Complete and download the PDF before creating an account

Preview of Rental Customer Statement of Account

When to use and what to include

Compile a tenant account history for a stated period, then generate a statement PDF for review. List dated charges, credits and payments, the running balance, past-due amount entered, next due date, property and tenant details, and contact information for questions.

What to include

  • Tenant name, property address, unit number, account number (if applicable), and the statement period covered.
  • Line-by-line transaction history: date, description (rent, late fee, maintenance charge, payment received), amount charged, amount paid, and running balance.
  • Current balance due, past-due amount (if any), and the due date for the next payment.

Common questions

Can I prepare this Rental 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 Rental 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 Rental Customer Statement of Account?
Yes. Export a clean PDF statement for client review and payment follow-up.
Can a tenant use a statement of account for their taxes?
A statement can provide a dated record of charges, payments, and balances. Whether it supports a tax credit, deduction, or filing depends on the tenant's jurisdiction and circumstances; confirm the required records with a tax adviser or authority.
What should I review before using the completed Rental Customer Statement of Account?
Review the parties, job or property details, dates, amounts, notes, and signatures entered in the Rental Customer Statement of Account. Confirm that the PDF matches the underlying job or agreement and any legal, tax, technical, filing, or notice requirements that apply to the location.