Business Owner's Toolkit® Business Templates
Free Downloads of Customizable Forms
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.