Free Statement of Account Template
Download a clean statement of account template — Excel, Word or CSV. The Excel version keeps a running balance for you. Free, no sign-up, no watermark.
Classic layout · Indigo color
Excel files keep a spreadsheet/grid structure, so their layout variations are necessarily limited. Word files reflect the selected layout more fully. CSV has no styling and stays the same for every choice.
Prefer not to download? Build one online → — add invoices and payments, see the balance, export a PDF.
What's in the template
It has your and the client's details, a statement number and date, and a table of Date · Description · Charge · Payment · Balance — the Excel version carries the running balance forward to the balance due.
Related
Want it built for you from a list of invoices? Use the statement generator. See also the invoice template and all free templates.
FAQ
Are these statement templates free?
Yes — free, editable, no sign-up, no watermark.
Does the Excel version keep a running balance?
Yes — the Balance column carries forward automatically: previous balance + charge − payment, down to the balance due.
What is a statement of account?
A summary of all invoices and payments for one client over a period, with a running balance and the amount currently owed. It is often sent at month-end.
How is it different from an invoice?
An invoice requests payment for one transaction; a statement shows the whole picture across many transactions and the overall balance.