Tools and Forms, Free Business Downloads
Tools & Forms Free Business Downloads
Business Finance

Customer Statement of Account Template

Customer Statement of Account Template
Updated on May 17, 2012

Do you extend credit to your customers? If you do, two things are essential to maintaining control of your receivables. First, you need to maintain an accurate accounts receivable ledger for each customer — in other words, an up-to-date record of each customer's charges, payments, and balance due. Second, you also need to be able to send an accurate monthly statement to every customer who owes you money.

To help you accomplish both tasks, we have designed the Customer Statement of Account Template, which combines the accounts receivable ledger and customer statement of account. You can use it to keep track of charges and payments on each customer's account and then, at the end of the month, send the same form to your customers, reminding them of their balance due.

The file contains a Microsoft Excel (version 4.0 and above) spreadsheet template. 

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.

Browse Downloads

Toolkit is providing these tools free of charge for lorem ipsum dolor sit amet. Some of these forms contain technical language and create significant legal obligations. Do not use any form without first having an attorney review the form and determine that it is suitable for the purpose for which you intend it.