Customer Statement
A statement of account for one customer: opening balance, invoices issued, receipts received, and the amount now due.
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- Editable Microsoft Word (.docx) template
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Sample included: Example: Customer Statement in use. Telling a customer exactly where their account stands: what was invoiced, what was paid, and what is now due, with payment details.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Enter the customer and period
Add the customer name, account number, statement period and payment terms.
2. List invoices and receipts
Enter every invoice issued and every receipt received in the period, with dates and numbers.
3. Work out the amount due
Add invoices to the opening balance and deduct receipts to get the closing balance and amount due.
4. Check and issue
Check the figures against the ledger, add the payment details, and issue the statement.