This statement of account generator lists a customer's invoices, payments and credits for a period and shows what they still owe. Download a PDF.
The form above builds a customer statement as you type, and works out the balance after every line. You only enter what happened. The tool does the adding up.
A statement of account is a summary a business sends to its customer. It lists every invoice, payment and credit in a period and shows the balance still owed. It is an account statement for a customer who buys on credit, so both sides can check that their records agree.
It is usually sent at month end, or when you are chasing overdue invoices. Seeing every unpaid invoice on one page often gets a customer to pay faster than a reminder about a single bill.
A clear statement of account format reads from top to bottom like a ledger. This tool has a field for each part:
Invoices go in the debit column because they add to what the customer owes. Payments and credit notes go in the credit column because they reduce it.
An invoice asks for one payment. A statement shows the whole picture:
| Statement of account | Invoice | |
|---|---|---|
| What it covers | Every invoice, payment and credit in a period | One sale |
| When | Month end, or when chasing overdue invoices | When the sale is made or the work is done |
| What the customer does with it | Checks it against their records and pays the balance | Pays that one invoice by its due date |
Only list real invoices, payments and credit notes from your own records, so the closing balance matches what the customer actually owes.
Yes. It is free to use with no sign-up, and your PDF carries no watermark.
Yes. The form on this page is a ready-made one: fill it in online and download a PDF. It does not give you a Word or Excel file.
Only in your browser, on your own device. We never receive or store the details you type.
An invoice bills one sale. A statement lists all the invoices, payments and credits for a period and shows the total still owed.
Monthly is common for customers who buy on credit. Also send one when a customer has several unpaid invoices.
The amount the customer already owed on the first day of the statement period.
A breakdown of the unpaid amount by how old it is: current, 30, 60, and 90 or more days.
Create professional invoices with banking details, due dates, and PDF export.
Create a professional credit or refund note referencing an original invoice.
Create a professional payment receipt with payer details and PDF export.
Show a supplier which invoices your payment covers.