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Statement of account template

A period summary of a customer's invoices, credits and payments with a running balance, generated one per account from your ledger data.

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Free plan, no credit card. Bring your own design or start from this layout.

The actual template Statement of account template shown in Google Docs

What’s in this template

Every block is bound to a field in your data. The layout stays exactly as designed; only the values change from one run to the next.

  • Header with your logo and the statement period {{period.from}} – {{period.to}}
  • Account block and account number {{customer.name}} · {{customer.account}}
  • Opening balance brought forward {{balance.opening}}
  • Activity table: invoices, credits and payments in date order loop: {{entries}}
  • Closing balance and ageing buckets {{balance.closing}} · {{ageing.over90}}
  • Remittance details and how to query a line {{remittance.details}}

How this template fills itself

Connect Airtable, Google Sheets, a SQL database, a CSV or a REST API, map each field to a placeholder, and generate. One run can produce a single document or one per matching record.

Billing & operations: A period summary of a customer's invoices, credits and payments with a running balance, generated one per account from your ledger data.

Accounts · SQL database

AccountEntriesClosing
Acme Co14$7,150
Northwind6$0
Globex23$18,940

Template: Google Slides or Docs

{{customer.name}}

Statement · {{period.from}} – {{period.to}}

opening {{balance.opening}}

loop: {{entries}} → row

closing {{balance.closing}}

one statement per account, entries filtered to the period

Generated output

DocsPDF

Acme Co

Statement · 1 Aug – 31 Aug 2026

opening $3,400

14 entries this period

closing $7,150

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Who uses this template

Credit control teams

Send every account its month-end statement in one run so chasing starts from an agreed position.

Read the guide

Wholesalers and distributors

Show trade customers a period of invoices and payments against a single running balance.

Read the guide

Professional services firms

Give retained clients a monthly account summary rather than a stack of separate invoices.

Read the guide

A statement of account answers a different question from an invoice. Rather than billing for one job, it shows a customer everything that moved on their account over a period — invoices raised, credits applied, payments received — and where the balance stands at the end of it. The number of entries is unpredictable, so pages have to break on their own; that is the case for Google Docs.

Order the entries and let the ledger own the balances

Two things make or break a statement. The first is ordering: entries should arrive from your data already sorted by date, because a statement that jumps around is impossible to reconcile against. The second is that opening and closing balances come from the ledger rather than being worked out in the document. Feed the run a filtered set of entries per account and a balance field, and month end becomes one job instead of a morning of copying rows between files.

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Common questions, answered

How is a statement different from an invoice? +
An invoice covers one transaction and asks for a specific sum. A statement covers a period and shows everything that happened in it — invoices raised, credits issued, payments received — running down to a closing balance. Customers use it to reconcile, not to pay a single line, so the document is a table of activity rather than a table of work.
How does the running balance stay right? +
It comes from your ledger, not from the template. The document places an opening balance, repeats a row per entry in date order, and places the closing balance your system already holds. Nothing is calculated in the layout, so a statement can never disagree with the account it reports on.
Can I send a statement to every account at month end? +
Yes. Filter the accounts table to those with activity or a non-zero balance and one scheduled run produces a statement per account, each with only its own entries. Accounts that settled to zero can be excluded by the same filter.
Can I use my own statement design? +
Yes. Statements often have to match a house layout or an ageing format your finance team already reads. Build that in Google Docs, mark the balances and the activity table as placeholders, and generate against it instead of this layout.

Generate this document from your data

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