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.
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.