Free Statement of Account Template

Last updated: October 2026



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STATEMENT OF ACCOUNT
Account holder: Harbor & Grey Interiors
Account no: AC-88412
Statement period
1 Jul – 30 Sep 2026
Issued 6 Oct 2026
Current£620.00
1–30 days£950.00
31–60 days£2,800.00
61+ days£1,150.00
Date Reference Description Debit Credit Balance
1 Jul 2026 – Balance brought forward 1£1,840.00 £1,840.00
5 Aug 2026 INV-2026-0891 Brand design project 1£1,150.00 £2,990.00
22 Aug 2026 INV-2026-0934 Website build, phase 2 1£2,800.00 £5,790.00
10 Sep 2026 INV-2026-1015 SEO retainer, September 1£950.00 £6,740.00
15 Sep 2026 PAY-5531 Payment received, thank you 1£1,500.00 £5,240.00
28 Sep 2026 INV-2026-1042 Maintenance, October 1£620.00 £5,860.00
30 Sep 2026 PAY-5540 Payment received, thank you 1£1,180.00 £4,680.00
Closing balance£4,680.00
Please arrange payment of the closing balance within your agreed credit terms. If you have already paid, please ignore this statement, or send your remittance so we can match it.

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What is this template for?

This free statement of account template summarises everything a customer has been invoiced, paid and still owes, in one bank-style document. A running balance keeps the account position clear line by line, and aging buckets show at a glance how overdue each unpaid invoice is.

Who should use it?

Businesses that sell on credit terms and need to chase overdue balances professionally: agencies, wholesalers, contractors and service firms. If you send regular repeat invoices, pair it with the recurring invoice template.

What is inside the template?

Account holder and statement-period header, an aging-buckets strip (current, 1–30, 31–60, 61+ days), a transaction table (date, reference, description, debit, credit, balance) with an automatic running balance, and a closing-balance band.

Frequently asked questions

What is a statement of account?

A statement of account summarises all transactions between you and a customer over a period: invoices issued, payments received and the balance still owed. It is a summary, not a new demand for payment.

What are aging buckets?

Aging buckets group unpaid invoices by how overdue they are: current, 1–30 days, 31–60 days and 61+ days. They make it obvious which invoices to chase first.

What is the difference between a statement and an invoice?

An invoice asks for payment for one specific supply. A statement shows the whole account history and the total outstanding across all invoices and payments.

How often should I send statements?

Monthly is standard for B2B credit accounts. Send them a few days before invoices fall due, and again when balances go overdue.

How do the downloads work?

Edit the preview first, then choose PDF, Word or Excel. PDF uses your browser’s print dialog (choose Save as PDF). Word and Excel download instantly as .doc and .xls files. Everything happens on your device: nothing is uploaded anywhere.

Want to customise this further? Open it in the free invoice generator, add your logo, save clients and download a polished PDF.

Reviewed by

Arham Arshad, founder of LancerBill, checked this template and its downloads in October 2026.