---
type: Template
title: Customer Statement Template (Accounts Receivable, Free Excel)
description: A free customer statement of account template for Excel. List invoices and payments with a running balance and total due. Send to customers each month.
resource: https://accounting.events/resources/accounts-receivable-statement-template/
tags: [accounts receivable statement template, customer statement template, statement of account template, statement of account excel]
timestamp: 2026-09-28
---
Statement Template

# Customer statement template

A free statement-of-account template for Excel: list each customer's invoices and payments with a running balance and total amount due.

By [**Accounting.Events editorial team**](/about/)Updated **September 28, 2026****5 min read**

Quick answer

**A customer statement, or statement of account, is a summary you send a customer showing all their invoices and payments over a period and the total they still owe.** It is one of the simplest and most effective accounts receivable tools: a clear statement often prompts payment on its own.

This free template has a header for your business and the customer, a table of charges and payments in date order with an automatic running balance, and a total amount due. It works in Excel or Google Sheets. Send one per customer, usually monthly.

If your invoices are in Xero or QuickBooks Online, Paidnice sends customer statements like this one automatically, per customer group, on the schedule you set.

Preview

Xaccounts-receivable-statement-template.xlsxStatement of AccountTo: Harbor Logistics LtdStatement date: 31 May 2026DateReferenceDescriptionChargesPaymentsBalance2026-05-01Opening balance02026-05-02INV-1003Invoice3,2003,2002026-05-18RCT-502Payment received1,0002,2002026-05-28INV-1019Invoice1,5003,700Total amount due3,700Send one statement per customer each month. Running balance and total due calculate automatically.

Free customer statement template

Excel (.xlsx) with an automatic running balance and total due. No sign-up.

[Download Excel](/resources/accounts-receivable-statement-template/accounts-receivable-statement-template.xlsx)

Sending statements on a regular cycle keeps customers aware of what they owe and surfaces any disputes early, before invoices age.

## What is in the statement

Key components:

- **Header:** your business, the customer, the statement date and the account number.
- **Charges and payments table:** each invoice and payment in date order.
- **Running balance:** updated on every line.
- **Total amount due:** the balance the customer owes at the statement date.

The running balance and total calculate automatically as you add lines.


## What is a statement of account?

A statement of account summarises a customer's opening balance, invoices, payments, and total amount due over a period. An invoice bills for one sale; a statement covers the whole account.


## What should a customer statement include?

Your business details and the customer's, the statement date, each invoice and payment in date order with a running balance, the total amount due, and remittance instructions. The template includes all of these.

## How often should I send statements?

Monthly is the norm, often at the start of the month for the previous month's activity. Regular statements keep balances visible and prompt timely payment.

## What is the difference between a statement and an invoice?

An invoice requests payment for a specific sale; a statement summarises all outstanding invoices and payments for a customer and shows the total owed. You send invoices per sale and statements per period.

## Does it work in Google Sheets?

Yes. Import the Excel file into Google Sheets; the running balance and total formulas work the same.

## Related reading

Independent software reviews and guides from Accounting.Events.

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AE

[Accounting.Events editorial team](/about/)

The Accounting.Events editorial team researches and maintains the software comparisons on this site. Rankings are built from published vendor pricing, verified third-party reviews on the Xero App Store, G2 and Capterra, and primary-source statistics. Every guide carries the date it was last checked. Figures here are drawn from public sources; always confirm with your accountant or the linked source before acting.

Last updated September 28, 2026. This guide is general information, not accounting, tax, or financial advice.