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Statements of Account

PN
By Penno TeamCreated 2/5/2025
ReportsFinancial DocumentsCustomer Service Templates

Statements of Account

A Statement of Account is a detailed report that outlines the transactions between a business and its clients or customers over a specific period. It serves as a summary of all financial activities, including invoices, payments, and outstanding balances.

1. Header Section

This section includes the company logo, name, address, and contact information.

Company Name

Address Line 1

Address Line 2

Phone: (123) 456-7890

Email: info@company.com

2. Client Information

Details about the client, including their name, address, and account number.

Client Name

Address Line 1

Address Line 2

Account Number: 123456

3. Statement Period

Clearly state the period the statement covers.

Statement Period: January 1, 2023 - January 31, 2023

4. Transaction Summary

A table summarizing all transactions during the statement period.

Date Description Amount Balance

01/05/2023

Invoice #001

$500.00

$500.00

01/15/2023

Payment Received

-$500.00

$0.00

5. Outstanding Balance

Clearly state any outstanding balance due.

Outstanding Balance: $0.00

6. Contact Information for Queries

Provide contact details for any questions regarding the statement.

If you have any questions regarding this statement, please contact:

Customer Service: (123) 456-7890

Email: support@company.com

Template for creating detailed Statements of Account for clients.
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A comprehensive template for creating Statements of Account, detailing transactions and balances for clients.

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