Send a clear statement of account.
List invoices, charges and payments with an opening balance — the running balance and amount due calculate as you type.
How to make a statement of account
- Set the statement number, date and period.
- Enter the opening balance carried over from before the period.
- Add each transaction — a charge (invoice) or a payment — with a date and description.
- The running balance and amount due update automatically; download the branded PDF.
When to send one
Send a statement at the end of each month, or whenever a customer asks where their account stands. Unlike an invoice, it doesn’t bill for one job — it gives the whole picture, which is the gentlest way to chase an overdue balance.
Statement vs invoice
An invoice charges for a single sale; a statement lists many invoices and payments together with a running balance. Use invoices to get paid for individual jobs and a statement to summarise the relationship.
Frequently asked questions
What is a statement of account?
It’s a summary of all charges and payments on a customer’s account over a period, ending with the balance they still owe.
How is it different from an invoice?
An invoice bills for one sale. A statement lists multiple invoices and payments with a running balance — it doesn’t create a new charge.
What is a running balance?
It’s the account balance after each transaction: start with the opening balance, add charges, subtract payments. The tool calculates it for every row.
Can I theme it with my brand?
Yes — your logo, colors and fonts from the brand kit are applied automatically.
Is it free?
Yes, completely free with no signup, and nothing leaves your browser.