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Customer Statement of Account Template


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. 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.

File Description: The file contains a Microsoft Excel spreadsheet template. Once you've downloaded the file, you must copy it to your EXCEL\XLSTART directory in order to use it.

Special Features:

  • Download this spreadsheet template just once, and be able to use it to create a statement of account for each of your customers.
  • Customize the statement to meet your needs. Add or delete entries, move things around, or modify the format of the statement any way you like.
  • Use this same template to maintain accurate accounts receivable ledgers and as a statement of account to send to each customer who owes you money.

 

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Customer Statement of Account Template
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