Statement of Account
Create a professional statement of account in under 2 minutes — download as PDF, no account needed.
Saved only in your browser (local storage). PDF is generated on your device.
Your business
Client
Statement
STATEMENT OF ACCOUNT
Your company
Bill to
Client Name
| Date | Ref | Description | Debit | Credit | Balance |
|---|---|---|---|---|---|
| Opening balance | $0.00 | ||||
Closing Balance
$0.00
Aging snapshot (illustrative)
Current: $0.00
31–60: $0.00
61–90: $0.00
90+: $0.00
What is a statement of account, and what goes on one?
A statement of account summarizes all transactions between you and a client over a period. It shows invoices sent, payments received, credits issued, and the current balance owed.
Key components
- Statement period — the date range covered.
- Opening balance — what was owed at the start of the period.
- Transaction list — chronological record of invoices, payments, and credits.
- Closing balance — the net amount currently owed.
How to use this tool
- Select a specific client.
- List all invoices issued, payments received, and outstanding balances over a specific period.
- Generate the statement.
- Send it to the client's accounting department.
Why this matters
When a client has multiple overlapping projects, confusion over what has been paid is common. A Statement of Account provides a single source of truth to reconcile the ledger and collect owed funds.
Works well with
Frequently asked questions
Only in your browser (localStorage). PDFs render on your device; nothing is uploaded to MyFreelanceKit servers.
Start from an opening balance, then each debit increases what the client owes and each credit reduces it. The preview shows the balance after every row.
Yes — use Import from Payment Tracker to append rows from your local invoice ledger. Review amounts and dates before sending the PDF.
A simple illustration based on your closing balance and due date. It is not a full ledger — treat it as a communication aid, not tax advice.
Add manual rows and pick descriptions that match your books. Use debits and credits consistently with how your accountant labels them.
Optional bank details and payment links appear in the remittance section when you fill them in.
Professional uses a soft header band; minimal is black-and-white friendly for fax or archival printing.
No. It helps you communicate balances clearly; keep authoritative records in your bookkeeping system.