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Free Client Statement Template — Download Now

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Template style
statement-billing
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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 Client Statement Template — Download Now

Category: Statement Templates

Professional service firms, agencies, consultants, and any business that serves clients on an ongoing basis need a statement that reflects the quality of their professional relationship—not just a generic billing document. A client statement should be clear, comprehensive, and formatted to facilitate prompt payment while reinforcing the professional nature of your engagement.

Eonebill's free client statement template is designed for professional services relationships, providing a format that includes narrative service descriptions, retainer tracking, and the comprehensive account information that clients need to process payments quickly.

Get Started: Free Client Statement Template — Download Now

Essential Components of a Client Statement

Professional Header

  • Your firm name, address, phone, email, website
  • Your firm's logo and branding
  • Client name prominently displayed
  • Client contact and billing address
  • Account/matter number
  • Statement date and billing period

Retainer Balance (if applicable)

  • Retainer on deposit at period start
  • Retainer consumed during period
  • Retainer remaining

Billing Summary

  • Previous balance
  • New charges for the period
  • Retainer applied (if applicable)
  • Payments received
  • Credits or adjustments
  • Current balance due

Detailed Transaction Listing

For each billing entry:

  • Date of service
  • Description of service (narrative or itemized)
  • Matter or project reference
  • Time entries (if time-based billing)
  • Expenses or disbursements
  • Amount

Payment Information

  • Payment due date
  • Accepted payment methods
  • Online payment portal
  • Wire transfer or ACH details
  • 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

What if my client requires invoices to be submitted to their accounts payable department separately?
Many enterprise clients have accounts payable systems that require invoice-level documentation, not just statements. In these cases, send detailed invoices as required by their procurement process and follow up with a client statement that references the invoices. The statement should clearly show how payments have been applied to specific invoices. This dual-system approach—separate invoices for their AP process, statements for account tracking—addresses the needs of both systems.
How should I handle expenses on a client statement?
Disbursements and expenses should be clearly separated from professional fees on the client statement. List each expense separately with a description (airfare, printing, filing fees, etc.) and the amount. This transparency allows clients to verify expenses and, where relevant, submit them for reimbursement or apply them to specific client projects. Expenses should only be billed at cost unless your engagement agreement specifies a markup for out-of-pocket expenses. ---
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