Statement of account template

Summarize open invoices for a client in one document. Start from realistic example items, change anything, then download a PDF or send it with a link your client can pay online.

Free invoice generator
  • Free to use
  • 8 designs
  • PDF and Word downloads
Statement of account template, first page

What is in this template

  • INV-2026-0038, issued Sep 30, due Oct 30 (1 invoice)
  • INV-2026-0044, issued Oct 31, due Nov 30 (1 invoice)
  • Payment received Oct 12, thank you (1 payment)
  • Example total: $1,730.00 including tax, in the Compact design
  • Notes: Please pay the balance shown by the due date.
  • Terms: Payment is due within 14 days. Thank you for your business.

How to use it

  1. Open it. Click Use this template. The editor opens with the example items, notes and terms filled in.
  2. Make it yours. Pick your client, change the items and prices, add your logo and brand colour. The live preview shows the PDF as you type.
  3. Send it. Email it with the PDF attached and a link where your client can pay by card, or download it as PDF or Word.

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Questions

Is this statement of account template free?

Yes. Use it with the free invoice generator, or with a free BooksBat account to save clients, send it by email and track when it is viewed and paid.

Can I change the design and colours?

Yes. It uses the Compact design, and you can switch to any of the 8 designs, add your logo and pick your brand colour. The PDF and the Word file follow your choice.

Can my client pay online?

Yes. Connect your own Stripe account and the invoice gets a Pay now button. Clients pay by card and the money goes to your Stripe account. Without Stripe, your bank details are shown instead.

Which currencies and taxes work?

Any currency, including ones without decimals like the Japanese yen, and as many tax rates as you need, including compound taxes. Totals are calculated exactly.

65 free invoice and quote templates

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