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.
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
Details about the client, including their name, address, and account number.
Client Name
Address Line 1
Address Line 2
Account Number: 123456
Clearly state the period the statement covers.
Statement Period: January 1, 2023 - January 31, 2023
A table summarizing all transactions during the statement period.
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Clearly state any outstanding balance due.
Outstanding Balance: $0.00
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
Here are some templates that are similar to Statements of Account.