Free Customer Statement Template
A customer account statement showing invoices raised, payments received and credits applied over a period, with an aged closing balance to support collections.
What's Included
- Opening balance, invoices, receipts and credits
- Each invoice with its date, reference and outstanding amount
- Aged buckets showing how overdue each balance is
- Payment instructions and a total now due
Prefer not to fill this in by hand? Create and send these straight from your books with receivables automation.
How to Use
Customize
Add your business details, logo, and adjust line items to match your services.
Send
Email, WhatsApp, or SMS your invoice directly to your client with payment tracking.
Get Paid
Clients pay online via Stripe or Razorpay. HelloBooks tracks everything automatically.
Create This Invoice in HelloBooks — Free
No downloads needed. Create, customize, and send professional invoices in seconds. Free to start for basic bookkeeping.
Start FreeFrequently Asked Questions
How is a statement different from an invoice?
An invoice demands payment for one specific supply. A statement summarises the whole account over a period — what was invoiced, what was paid, and what remains. Sending statements alongside invoices catches the common case of a customer who paid some invoices and simply lost track of others.
Do customer statements help collections?
They do, because they remove the two most frequent excuses for non-payment: not having received the invoice, and not knowing what is outstanding. A monthly statement with aged buckets also signals that the account is being watched, which on its own tends to pull payment forward.
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