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Customer Statement of Account

Provided by Business Owner's Toolkit, Content Partner for the SME Toolkit


Do you extend credit to your customers? If you do, two things are essential to maintaining control of your receivables.

First, you need to maintain an accurate accounts receivable ledger for each customer - in other words, an up-to-date record of each customer's charges, payments and balance due.

Secondly, you also need to be able to send an accurate monthly statement to every customer who owes you money.

To help you accomplish both, we have designed a spreadsheet that combines the accounts receivable ledger and customer statement of account. You can use it to keep track of charges and payments on each customer's account and then, at the end of the month, send the same form to your customers, reminding them of their balance due.

File Description: The file contains a Microsoft Excel (version 4.0 and above) spreadsheet template. Once you've downloaded the file, you must copy it to your EXCEL\XLSTART directory in order to use it.

Special Features:

  • Download this spreadsheet template once and be able to use it to create a statement of account for each customers.
  • Customize the statement to meet your needs. Add or delete entries, move things around, or modify the format of the statement any way you like
  • Use this same template to maintain accurate accounts receivable ledgers and as a statement of account to send to each customer who owes you money
 Download template:    Customer Statement of Account

Copyright © 2016 Toolkit Media Group, a Wolters Kluwer business. All Rights Reserved.

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