Statement of Account
Reconcile what is owed with a dated transaction list, running balance, and optional remittance block — import rows from the payment tracker when you want a head start.
📖 Understand this document
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.
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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
Works well with
Frequently asked questions
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Statements answer “where did this balance come from?” without resending every historical invoice. A tight table of references, debits, credits, and a running total keeps finance teams aligned.
Pair statements with the payment tracker for receivables hygiene and the invoice generator when new billable work closes.