Free statement of account template.
A statement of account summarises all the invoices, payments and credits between you and a customer over a period — typically a month. Use invoice44 to issue a clean, branded statement that makes outstanding balances clear and helps you chase what’s owed. Free, no signup, works offline.
When to send a statement
Month-end chaser
Send a statement at month-end to remind clients what’s open.
Customer reconciliation
Helps your customer match their records to yours.
Total balance at a glance
Shows the running balance after all activity.
Polite, professional
A statement is softer than chasing each invoice individually.
How to create one
Add the period
State the date range the statement covers.
List opening balance
Balance brought forward from the previous statement.
List invoices issued
Each invoice number, date and amount in the period.
List payments received
Each payment date and amount applied.
Show closing balance
The running total owing at the end of the period.
New to invoicing? Read how to create an invoice and how to send an invoice.
Frequently asked questions
What is a statement of account?
A statement of account is a summary of all the invoices, payments and credits between you and a customer over a period — usually a month. It shows the opening balance, the activity in the period and the closing balance.
Is a statement of account a demand for payment?
It is a reminder, not a fresh demand. Each invoice listed is still the actual demand for the amount on it; the statement summarises which are still outstanding.
How often should I send statements?
Monthly is the most common cadence — typically the first or last day of the month. Some businesses send weekly to large clients with high invoice volumes.
How is a statement different from an invoice?
An invoice bills for a single transaction; a statement summarises many invoices and payments over time and shows the running balance. The two work together.
Related: Proforma invoice · Quotation · Credit note · Recurring invoice · All templates