Account Statement Generator
A statement of account summarizes a customer's activity — invoices issued, payments received and the balance they still owe — in a single document.
How to create an account statement
- 1
Add the customer and statement date.
- 2
List each invoice as a charge and each payment as a negative amount.
- 3
Download the statement and send it with a payment reminder.
Why use our account statement generator
Running balance
Charges and payments totaled automatically.
Account number
Reference the customer's account.
Payment due date
Make the next step clear.
Free PDF
No sign-up needed.
When to send a statement
Monthly statements are useful for customers with several open invoices, or as a gentle reminder before chasing overdue balances.
Frequently asked questions
How do I show payments?
Enter payments as negative amounts so they reduce the balance.
Is a statement the same as an invoice?
No — a statement summarizes several transactions, while each invoice bills a specific sale.
How often should I send statements?
Monthly is the most common cadence.