Statement of Account Template
Statement of account template that shows customers exactly what they owe — every invoice and payment, a running balance down to the amount due now, and an ageing summary that shows how overdue each part is. Free A4 PDF, no sign-up; editable Word on email.
1 Your business
2 Customer
3 Statement period
4 Invoices & payments
5 Payment & notes
Export this statement
The A4 PDF is free to download now. Enter your email once to unlock the editable Word version and add your own logo.
- Editable Word template — reword it and reuse it
- Your own logo on the document (PDF & Word)
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Leave an honest Google reviewReviews are optional. Please only review based on your genuine experience.Most statement templates just list transactions
Search for a statement of account and you get flat bookkeeping templates — a list of invoices and payments with a total at the bottom. They don't tell the customer which part is overdue, and they don't tell you which invoices are still open.
For a trade chasing money, that's the whole point. This generator itemises every outstanding invoice, applies payments and credits, and shows a single balance now due — plus how late each part of it is.
An ageing summary the generic templates leave off
The tool builds an ageing summary automatically — current, 1–30, 31–60, 61–90 and 90+ days — so the customer sees at a glance that, say, £1,200 of the balance is over 90 days late. That single line moves invoices that a plain list lets people ignore.
Payments are applied to the oldest invoices first, exactly as a bookkeeper would, so the ageing reflects what's really outstanding.
Balance brought forward → balance now due
Start from the balance brought forward, add each invoice as a charge, take off each payment and credit note, and you get the closing balance — the amount now due. The running balance is shown against every line so there's nothing to query.
Everything totals as you type, so the figure you send is right.
Everything a customer statement needs
Know which document you’re sending
Invoice
Bills for one specific job or order. One invoice, one amount.
Statement of account
Summarises the whole account — every open invoice, payments made, and the total balance now due.
Remittance advice
Goes the other way: a customer tells you which invoices a payment covers.
A document, not chasing software
This creates a professional statement to send — it doesn't email it, take payment, or automatically chase. Enter the invoices and payments and it does the maths and the ageing; you send it and follow up.
It's a document aid for showing an account balance, not accounting, tax or debt-collection advice.
Turn it into a connected job workflow
FieldHive keeps the enquiry, quote, job, invoice and payment connected — so it's built from the accepted quote instead of retyped, and the numbers carry through. Your customer can accept the quote and pay the invoice online, and it all syncs to Xero or QuickBooks.
Other free tools for your trade
More FieldHive document tools — and the calculators behind the figures.
Late Payment Interest Calculator
Work out the statutory interest and fixed compensation you can claim on every overdue invoice.
Late Payment Interest Calculator →CIS & VAT Invoice Generator
Construction invoices with the VAT reverse charge and CIS deduction handled correctly.
raise the invoices it summarises →Remittance Advice Generator
Tell a supplier or subcontractor which invoices your payment covers — date, method and a line per invoice.
Remittance Advice Generator →Retention in construction
The percentage held back from every payment as security against defects, and when you get it.
What is retention in construction? →Interim payment
Staged payment for work done so far, valued to a date rather than invoiced at the end.
What is interim payment? →Final account in construction
The agreed settlement of everything owed once variations and retention are squared up.
What is final account in construction? →Statement of account questions
Quick answers to the questions people ask most.
Get paid without the awkward chase
A clear statement does the chasing for you. FieldHive keeps every invoice, payment and balance connected — so the statement builds itself and nothing owed slips through.
