{"id":30941,"date":"2025-06-03T08:47:32","date_gmt":"2025-06-03T12:47:32","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=30941"},"modified":"2025-06-03T08:50:01","modified_gmt":"2025-06-03T12:50:01","slug":"what-is-a-customer-account-statement-how-to-write-one","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/what-is-a-customer-account-statement-how-to-write-one\/","title":{"rendered":"What is a customer account statement & how to write one"},"content":{"rendered":"
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\n\t\t\t\t\t\t\tMoney Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
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\n\t\t\t\t\t\tWhat is a customer account statement & how to write one\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t

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A client or customer account statement includes all the invoices for a particular account over a set period of time, usually one month. Many customers request or require statements from the accounts receivable<\/a> department on a regular basis.\u00a0<\/p>\n\n\n\n

Some companies may not be able to pay on an invoice until a statement has been sent to them. In order to collect as quickly as possible, you will want to have a customer statement template on hand that you can quickly input customer information and send along to those who require the document.<\/p>\n\n\n\n

Here is how to write a customer statement and the elements you will need to get started:<\/p>\n\n\n\n

Name and address<\/strong><\/h3>\n\n\n\n

You should be including not only your customer\u2019s name and address on the statement, but your company name and address. This will help when they are looking for a place to remit payment to. If you have a customer self-service portal where they can make payment, include the URL link.<\/p>\n\n\n\n

Reference<\/strong><\/h3>\n\n\n\n

The reference number should be included at the top of the customer account statement. This allows the customer to easily recognize that this account belongs to them, as well as give your collectors a number they can reference if the customer calls in with any questions.<\/p>\n\n\n\n

Date<\/strong><\/h3>\n\n\n\n

You should always date your client account statement to make clear what month this statement is reflecting since this includes all of the client\u2019s invoices. Whether you date the statement as the last day of the month it is reflecting or the first, simply pick a process and stick to it.<\/p>\n\n\n\n

Opening balance<\/strong><\/h3>\n\n\n\n

The opening balance is whatever amount is owed from the previous statement last month. This would be an overdue balance and should be required to pay ASAP.<\/p>\n\n\n\n

Headings<\/strong><\/h3>\n\n\n\n

These are the columns that are used to organize each individual invoice. The headings should include:<\/p>\n\n\n\n