STATEMENT OF ACCOUNT

Company's name

Definition

The Statement of account is a document, issued by a supplier to its customer,

listing transactions over a given period, normally monthly. It will include details
of invoices, payments received and any credits approved with a resultant
balance payable by the customer.

How to use this tool

This is intended to be a simple and practical tool to be adjusted and used by

SMEs working in all sectors. You may adapt it to reflect your business needs,
type of clientele, products and services you offer.

Fill in the detailed charges and credits in the main table. The account summary
will be filled in automatically.
Statement of Account [Your Business Name]
Statement Date [Your Business Address]
[Your Business City, State, and ZIP Code]
[Your business contacts]

Bill To: Account Summary

[Customer's Name] Previous Balance 0.00
[Customer's Address] Credits 0.00
[Customer's City, State, and ZIP Code] New Charges 0.00
Total Balance Due 0.00
Payment Due Date [Date]

Account
Date Invoice # Description Charges Credits Balance

Previous Balance 0.00

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

Ending Balance: Statement Date 0.00

Balance Due: [Date]

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