Free Simple Statement Template — Download Now
Category: Statement Templates
Not every client relationship requires a comprehensive, detail-heavy statement. For straightforward billing relationships with few transactions, clear communication, and established client trust, a simple statement does the job without the overhead of unnecessary detail. A simple statement gives your clients exactly what they need: the amount due, how it was calculated, and how to pay it.
Eonebill's free simple statement template is a clean, professional document designed for businesses that want to communicate account status clearly without the complexity of a full statement of account. It includes everything that matters and nothing that doesn't.
Get Started: Free Simple Statement Template — Download Now
The Simple Statement Format
Top Section: The Balance Due
Prominently display the current balance due—this is the one number your client needs most. Include the statement date and payment due date.
Middle Section: The Summary
| Amount | |
|---|---|
| Previous Balance | $XXX.XX |
| New Charges | $XXX.XX |
| Payments Received | -$XXX.XX |
| Balance Due | $XXX.XX |
Bottom Section: Payment Information
Accepted payment methods, remittance address, online payment URL.
When Simple Is Not Enough
Do not use a simple statement when:
- Your client requires invoice-level detail for their accounts payable process
- Your account has more than 5–10 transactions per period
- You are extending significant credit and need formal reconciliation documentation
- Your client relationship involves significant balance carry-forward or deferred payment
In these cases, use a billing statement or statement of account.
Related Templates
- /statement-template/billing-statement — Full billing statement
- /statement-template/account-statement — Detailed account statement
- /statement-template/monthly-statement — Monthly recurring format
- /statement-template/client-statement — Client-facing format
Get Started: Free Simple Statement Template — Download Now