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Free Account Statement Template — Download Now

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Template style
statement-standard
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Company Details
Enter your business identity and billing contact details.

Recommended: square PNG or JPG for the cleanest invoice header.

Bill To (Customer Information)
Enter customer name and address for the BILL TO section.
Items
Add invoice line items, descriptions, quantity, and rate.
Invoice Details
Invoice number, dates, notes, and totals for this template.
Subtotal:$6,000.00
Total:$6,000.00
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Free Account Statement Template — Download Now

Category: Statement Templates

An account statement is the foundational account communication document that every business with ongoing customer relationships needs. Whether you call it a billing statement, a statement of account, or simply a monthly statement, the function is the same: communicate to your customer exactly what they owe, what they paid, and how their account balance was calculated over the billing period.

Eonebill's free account statement template is a versatile, professionally designed document that serves the needs of any business—professional services, agencies, contractors, wholesalers, or subscription businesses—that maintains ongoing billing relationships with customers.

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Essential Components of an Account Statement

Header Section

  • Your business name and logo
  • Business address, phone, email, website
  • Customer's full name and billing address
  • Account number
  • Statement number and statement date
  • Billing period covered

Account Summary

The account summary section provides the high-level view:

  • Opening balance (balance at start of period)
  • New charges during the period
  • Payments received
  • Credits applied
  • Adjustments
  • Current balance due

Transaction Detail

A complete listing of all account activity:

  • Date
  • Transaction type (charge, payment, credit)
  • Reference number
  • Description
  • Amount (debit or credit)
  • Running balance

Payment Information

  • Payment due date
  • Accepted payment methods
  • Remittance address
  • Online payment URL (if available)
  • Late payment policy

Related Templates

What to Include

  • Your business name, address, and contact information
  • Client's name, company name, and billing address
  • Statement period (e.g., May 1–31, 2025) and statement date
  • Chronological list of all transactions: invoices issued, payments received, credit notes applied — each with date, reference number, and amount
  • Opening balance, closing (total outstanding) balance, and an accounts receivable aging breakdown (current, 30, 60, 90+ days overdue)
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When to Use

  • Sending monthly billing summaries to ongoing retainer or recurring clients to keep accounts transparent and organized
  • Following up on overdue payments by giving clients a clear, professional view of their outstanding balance without a confrontational tone
  • Providing year-end account summaries to clients for their own bookkeeping, tax preparation, and reconciliation
  • Managing accounts receivable when a client has multiple open invoices across a billing period and needs a consolidated view
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Pro Tips

  • Send statements on the same day each month — predictability helps retainer clients plan their cash flow and dramatically improves your payment rates
  • Use bold text or a different color to highlight overdue amounts in the aging section — it draws attention professionally without requiring a separate collections email
  • Always include your bank details, payment link, or accepted payment methods on every statement so clients can act on it immediately without asking
  • Use the monthly statement as a soft, professional collections touchpoint before escalating to formal overdue notices — it's more effective and less relationship-damaging
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Frequently Asked Questions

Everything you need to know about statement-services statements

How do I handle partial payments on an account statement?
Partial payments should be applied to the oldest outstanding charges first (FIFO), with any remaining payment applied to the next-oldest charges. Document this clearly in your payment application policy, which should be included in your service agreement or credit terms. When a partial payment is received, clearly note on the statement which invoices or charges the payment was applied to, and the remaining balance after application.
What should I do if a customer's statement shows a balance but they claim they paid?
When a customer claims they paid but your records show an outstanding balance: verify your payment records immediately (bank statements, payment processor records), check for payment processing delays or check clearance issues, look for payment application errors (payment applied to the wrong account), and respond to the customer within 24–48 hours with your findings. If the payment was made but not yet processed, provide the estimated processing date. If there is a genuine discrepancy, issue appropriate documentation and corrections. ---
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