Free Monthly Statement Template — Download Now

Category: Statement Templates

The monthly statement is the heartbeat of recurring client billing. For businesses that serve clients on an ongoing basis, a consistent monthly statement cycle creates predictable revenue, reduces administrative overhead, and gives clients the regular account documentation they need to manage their own finances.

Eonebill's free monthly statement template is designed for the recurring billing cycle—providing all the elements of a comprehensive account statement formatted for monthly delivery and professional presentation.

Get Started: Free Monthly Statement Template — Download Now

Essential Components of a Monthly Statement

Header

• Business name, logo, and contact information
• Client name and billing address
• Account number
• Statement date: [Month] [Day], 2026
• Billing period: [Month] 1 – [Month] 31, 2026
• Statement number (sequential)

Account Summary

• Previous Balance: Balance as of [Month] 1, 2026
• New Charges: Total charges for [Month] 2026
• Payments Received: Total payments in [Month] 2026
• Credits/Adjustments: Any credits applied
• Current Balance Due: Amount due by [Due Date]

Year-to-Date Summary

• Total Charges YTD: [Year] through [Month]
• Total Payments YTD: [Year] through [Month]
• Average Monthly Balance: YTD charges divided by months elapsed

Transaction Detail

Complete list of all charges and payments during the month with dates, descriptions, and amounts.

Payment Information

• Payment due date
• Accepted payment methods
• Online payment portal
• Late payment policy

Related Templates

• /statement-template/billing-statement — Full billing statement
• /statement-template/account-statement — General account statement
• /statement-template/client-statement — Client-facing format
• /statement-template/simple-statement — Simplified format