Free Statement of Account Template and Billing Statement Example
Summarize opening balance, charges, invoices, payments, credits and closing balance with a professional account statement or customer billing statement.
Statement of account answer
Use a statement when one invoice is not enough
A statement of account is a customer balance summary. It shows the opening balance, new invoices or charges, payments received, credits, fees, and the closing balance for a billing period. Customers use it to reconcile what they owe without opening every invoice one by one.
Statement of account template
Use this when a customer needs a period summary of invoices, payments, credits, adjustments, and balance due.
Account statement generator
Create a customer statement from the same billing fields: account holder, statement period, transactions, payments, and closing balance.
Billing statement sample
Follow the sample when you need a readable layout for previous balance, new charges, received payments, fees, and amount due.
Customer statement format
Keep every transaction dated and referenced so the customer can match the statement to invoices, receipts, and bank payments.
Statement of Account Example
A statement of account gives a customer one period-based view of the opening balance, dated invoices or charges, payments, credits, adjustments, and closing balance. Include invoice references and payment instructions so every line can be reconciled quickly.
Opening balance
$1,200
Amount carried forward from prior period
New invoices
$850
Charges added during the statement period
Payments and credits
-$700
Received payments or approved credits
Closing balance
$1,350
Amount still due at statement date
Statement template questions
What should a statement of account include?
A statement of account should include the customer and business details, statement period, opening balance, dated charges, invoice references, payments, credits, fees, closing balance, and payment instructions.
Is a statement of account the same as an invoice?
No. An invoice requests payment for a specific transaction, while a statement of account summarizes multiple charges, invoices, payments, credits, and the balance over a period.
Can I use this as an account statement template?
Yes. Use the statement of account template as an account statement when you need to show opening balance, invoices, payments, credits, and closing balance for one customer account.
What is a billing statement of account sample?
A billing statement of account sample shows how to format a customer statement with the billing period, previous balance, new charges, payments, credits, and total balance due.