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A statement of account is a summary of sales to a customer. Here is a sample and free template with a guide on how to prepare one, how often to do it, and more.
A statement of account is the documentation of transactions between your small business and your clients within a specific time frame. This document is a full overview of the business completed between you and a customer, typically within a monthly period.
A statement of account is an account summary produced by a vendor and given to a client, providing information about all outstanding transactions that have taken place between the two businesses within a specific date range.
You can customize the statement to create your style of account statement design. And you can easily fill in all your figures and text to format your very own account statement. You can easily delete the wrong figure or add your new amount or you can alter the format according to your requirements.
Statement of accounts – sample format. A statement of accounts is typically divided into two halves. The top half contains an overview of the customer’s accounts. The bottom half contains the details of each transaction.
6 Free Statement of Account Templates. Download this statement of account template free from here and make spotless statements of accounts for your customers just in minutes. Statement of account is a comprehensive list of transactions made with the customer over a particular period of time.
A Statement of Account typically includes the following key components: Account Information: Details of the account holder, account number, and contact information for reference. Transaction Summary: A breakdown of financial transactions during the specified period, including invoices issued, payments received, and any adjustments made.
1. Header with Contact Information. The contact details of your business and the customer go at the very top of the account statement document. The business contact information includes: The business name. The business logo (optional) Address. Email.
Download our free, user-friendly statement of account template in Excel. Send your customers a list of outstanding invoices and improve cash flow.
Our Customer Statement of Account Template, combines the accounts receivable ledger and customer statement of account.