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Free Simple Statement Template — Download Now

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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 Simple Statement Template — Download Now

Category: Statement Templates

Not every client relationship requires a comprehensive, detail-heavy statement. For straightforward billing relationships with few transactions, clear communication, and established client trust, a simple statement does the job without the overhead of unnecessary detail. A simple statement gives your clients exactly what they need: the amount due, how it was calculated, and how to pay it.

Eonebill's free simple statement template is a clean, professional document designed for businesses that want to communicate account status clearly without the complexity of a full statement of account. It includes everything that matters and nothing that doesn't.

Get Started: Free Simple Statement Template — Download Now

The Simple Statement Format

Top Section: The Balance Due

Prominently display the current balance due—this is the one number your client needs most. Include the statement date and payment due date.

Middle Section: The Summary

Amount
Previous Balance$XXX.XX
New Charges$XXX.XX
Payments Received-$XXX.XX
Balance Due$XXX.XX

Bottom Section: Payment Information

Accepted payment methods, remittance address, online payment URL.

When Simple Is Not Enough

Do not use a simple statement when:

  • Your client requires invoice-level detail for their accounts payable process
  • Your account has more than 5–10 transactions per period
  • You are extending significant credit and need formal reconciliation documentation
  • Your client relationship involves significant balance carry-forward or deferred payment

In these cases, use a billing statement or statement of account.

Related Templates

Get Started: Free Simple Statement Template — Download Now

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 is an account statement and how is it different from an invoice?
An invoice is a request for payment for a specific transaction — it covers one job, one order, or one billing cycle. An account statement is a summary document that gives a client a complete picture of their entire account over a period of time: every invoice issued, every payment received, every credit applied, and the current running balance. Statements are most useful for clients with whom you have an ongoing relationship and multiple transactions per month. Rather than sending 10 separate invoices, you send the invoices as they arise and then follow up with a monthly statement that consolidates everything and shows any outstanding balance.
When should I send a statement to a client?
Monthly statements are the standard for most businesses with recurring client relationships. Send them on the last business day of the month or the first business day of the new month, covering the prior month's activity. Beyond the monthly routine, also send statements when a client is overdue — it's a professional way to highlight the balance without the awkwardness of a direct collections call. Statements are also useful before a client's fiscal year-end (if you know it) so they can reconcile your account in their books. For project-based clients who pay per invoice, statements are less necessary unless multiple invoices have accumulated unpaid.
What is an accounts receivable aging report and should it be included on a statement?
An accounts receivable aging report categorizes your outstanding invoices by how long they've been unpaid: current (not yet due), 1–30 days overdue, 31–60 days overdue, 61–90 days overdue, and 90+ days overdue. Including an aging summary on your client statements is highly recommended — it signals to clients where their account stands relative to your payment terms, prompts action on older balances, and helps you internally prioritize which accounts need follow-up. Clients who see they have invoices in the 60+ day column are more likely to prioritize your payment. It also gives your accountant clean data for calculating your bad debt reserve.
Do account statements have any legal or tax significance?
Account statements are useful supporting documents for both legal and tax purposes, though they are not the primary legal instrument for any individual transaction. In a collections dispute, a statement showing a client's account history over time can help establish the existence and amount of debt. For tax purposes, statements help you reconcile your revenue recognition with actual payments received, which is especially important for accrual-basis taxpayers. If you carry over client balances at year-end and need to assess whether any amounts are uncollectable, a detailed statement history supports a bad debt deduction. Always retain statements as part of your business records for at least 3–7 years.
How do I handle a client who disputes items on their account statement?
Respond promptly and professionally — disputes left unaddressed tend to freeze payments entirely. Ask the client to identify the specific transactions they're disputing and why. Compare their claim against your original invoices, delivery notes, contracts, and payment records. If the dispute is valid (e.g., they did pay and your records are wrong), issue a corrected statement and thank them for catching it. If the dispute is invalid, provide the supporting documentation (signed contracts, delivery confirmations, email approvals) and issue a statement confirming the balance stands. Keep all dispute correspondence in writing. For persistent or significant disputes, consult a collections attorney or consider mediation before writing off the debt.
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