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Free statement of account template for Google Docs

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

Free to copy Google Docs PDF export No watermark
Automate this template Copy to my Google Docs How to use it

Free to copy, no sign-up: the file opens in your own Google Drive. Updated November 13, 2026.

The actual template Free statement of account template for Google Docs: preview of the first page

What’s in the statement of account template

Every block has a placeholder showing where your details go. Type over them by hand, or bind each one to a field in your data and let it fill itself.

  • 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 to use this statement of account template in Google Docs

  1. 01

    Copy the template to your Google Drive

    Press "Copy to my Google Docs". Google asks to make a copy, and the copy is yours to edit; the original is never changed. All you need is a free Google account.

  2. 02

    Replace the placeholders with your details

    Text in double braces, like {{period.from}} – {{period.to}}, marks where your own values go. Work down the page: header with your logo and the statement period; account block and account number; opening balance brought forward, and so on.

  3. 03

    Make it match your brand

    Swap the logo, colours and fonts in Google Docs as you would in any document. The layout is built to hold when the text changes.

  4. 04

    Download it as a PDF, or share the link

    File, then Download, then PDF Document gives you a file to send or print. Download as Word (.docx) works too if someone needs it.

  5. 05

    Making these regularly? Fill it from your data

    Connect Airtable, Google Sheets or a CSV to SourceToDocs and it fills a copy of this template for every row, so you stop retyping.

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.

What to include in a statement of account

SectionWhat to writeExample
Statement periodFrom and to dates1–31 October 2026
Customer and account numberWho the statement is forAcme Co · A-10432
Opening balanceWhat was owed at the start of the period$2,150.00
ActivityEach invoice, credit and payment in date order, with reference12 Oct · INV-0871 · $940.00
Running balanceThe balance after each line$3,090.00
Closing balanceWhat is owed at the end of the period$1,840.00
AgeingHow much is current, 30, 60 and 90+ days overdue90+ days: $0.00
How to payBank details or payment link, and who to contactaccounts@…

How to prepare a statement of account

  1. Set the period first and bring the previous closing balance forward as the opening balance.
  2. List every transaction in date order, invoices and credits as well as payments.
  3. Show a running balance, so a customer can find the line where their records differ from yours.
  4. Add ageing if anything is overdue; it turns a statement into a polite reminder.
  5. Send it as a PDF at the same time each month.

Statement of account or invoice?

An invoice asks for payment for one sale. A statement summarises the whole account over a period and asks for nothing new: it shows what has been invoiced, what has been paid and what remains. Send invoices as work is billed, and a statement monthly to customers with an open balance.

Google Docs will not calculate the running balance. Keep the ledger in Google Sheets, where the arithmetic belongs, and let the template place the figures.

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.

Fill this statement of account template from Airtable, Google Sheets or a CSV

Connect an Airtable base, a Google Sheets spreadsheet or a CSV file, map each field to a placeholder, and generate. One run can produce a single document or one per matching row, delivered to your Google Drive.

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 · Google Sheets

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 statement of account 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

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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.
Is this statement of account template free? +
Yes. Copy it to your own Google Drive at no cost and with no sign-up, then edit it like any Google Docs file. You only need SourceToDocs if you want it filled from your data automatically, and that has a free plan too.
Can I download this statement of account template as a PDF or Word file? +
Yes. Open your copy in Google Docs and choose File, Download. PDF Document gives a print-ready file; Microsoft Word (.docx) gives an editable one for people who do not use Google Docs.

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