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Free Monthly 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 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

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 a client misses a monthly payment?
When a client misses a monthly payment: do not automatically suspend services without following your service agreement terms; send a polite reminder with the next month's statement noting the outstanding prior balance; if the account becomes significantly overdue, follow your escalation procedure per the service agreement; and document every communication. The goal is payment, not punishment—work with clients who have genuine cash flow issues while protecting your right to collect.
Should monthly statements include past due notices?
Yes, if applicable. A monthly statement that includes a past due notice should clearly show: the number of days the account has been overdue, the amount currently past due (which may be more than the current month's charges), any late fees being assessed, and the consequences of continued non-payment per your service agreement. This is not about being aggressive—it is about being clear. Many clients genuinely forget or experience processing delays. A clear statement resolves these issues without confrontation. ---
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