Statement of account template (free)

What’s inside the Statement of Account.

Real content in every part, ready to rewrite with your own.

1Header: the roaster's mark and details, Statement of account and its number
2The customer's account, the statement date, period, account number, credit limit and terms
3The balance due, the overdue part and the pay-by date in a tinted panel
4The balance as a sum: brought forward, plus charges, less payments and credits
5October's ledger: invoices, payments and a credit note with a running balance, the August and September items brought forward in one row
6Ageing of the balance by days past due: current, 1–30, 31–60, 61–90 and over 90 days
7How to pay by bank transfer or card, payment terms with the late-payment interest rule, and a note
8A remittance slip to cut off: the account, statement, amount paid and every open invoice to tick

When to use it.

Statement of Account is a month-end statement template for wholesalers, suppliers and studios with customers on credit terms. It opens with the balance due, the overdue part and the pay-by date, then shows the balance as a sum: brought forward, plus charges, less payments and credits. The ledger lists every invoice, payment and credit note in the period with a running balance, and ageing splits what's owed into current, 1–30, 31–60, 61–90 and over 90 days past due. How to pay, payment terms with the late-interest rule and a remittance slip to cut off finish the page, and every figure is worked out from the ledger.

Made for

Freelancers who bill by the hour or day
Agencies billing projects and retainers
Consultants and advisers
Studios quoting before work starts

Make it yours in four steps.

Open it in Invoices and work through it, or let Docsiv AI do the first pass with your details.

Step 1
Add your logo, brand colour and company details, then your customer's account name, address and account number.
Step 2
Set the statement period and your payment terms; lines dated before the period are brought forward as one balance.
Step 3
List each invoice, payment and credit note with its date and reference, and name the invoices each payment settles.
Step 4
Check the balance, ageing and remittance slip, which work themselves out, then send the statement or download it as a PDF.

Start from the Statement of Account now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Statement of Account template free?

Yes. Create a free account and it opens in Docsiv's Invoices app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Source Sans 3 with #b4542a, #16191d, #68707b, and you can change any of them, rewrite every word and add or remove pages.

What can I export it as?

Invoices in Docsiv offers: Invoices and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the statement of account for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All invoice templates