Does a statement replace the invoices?

No. It is a summary. The individual invoices remain the documents that create and evidence the obligation to pay.

Is the data uploaded?

No. The form, the calculations and the PDF all run in your browser.

Free statement of account · US

One page that shows every open invoice.

Q: What is a statement of account?

A summary sent to a customer that lists the invoices currently outstanding, any credits, and the total balance due. It is not a new invoice.

Q: When should I send one?

At the end of the month, when a customer has several open invoices, or when a balance has been quietly ageing and you want one clear document instead of another reminder email.

When a customer has three invoices and two reminders, send a statement instead. List what is outstanding, total the balance, download the PDF.

Your business Business or your name Email Address

Customer Customer name Customer email Customer address

Statement details

Statement number Currency Statement date

Open invoices

Tip: put the invoice number and due date in the description, keep quantity at 1, and enter the amount due.

Totals & notes

Credit / adjustment (%) Tax (%)

Notes Payment

Everything runs locally. No file, no field, no customer name is ever uploaded.

How it works

List the open invoices. One line each: invoice number, due date, amount.
Check the total. The statement adds the lines and shows the balance due.
Send it monthly. A regular statement makes an ageing balance visible without another awkward email.

Statement vs invoice

An invoice creates the obligation to pay for a specific piece of work. A statement of account is a summary of what is still open across several invoices. It does not replace the invoices and it does not create a new charge — it simply puts the whole balance on one page.

When a statement helps

A customer has more than two unpaid invoices
You send invoices monthly and want one consistent summary
A balance has been ageing and reminders are getting ignored
A bookkeeper asks “what do we actually owe you?”

What to include

The words “Statement of account” and a statement number
The statement date and the period it covers
Your details and the customer's details
Each open invoice: number, date, due date, amount
Any credits already issued
The total balance due and how to pay

FAQ

What is a statement of account?

A summary listing the invoices currently outstanding, any credits, and the total balance due.

When should I send one?

At month end, when a customer has several open invoices, or when a balance has been ageing quietly.

Does it replace the invoices?

No. It is a summary. The individual invoices remain the documents that evidence the obligation to pay.

Is my data uploaded?

No. Everything runs in your browser.

One page that shows every open invoice.

How it works

Statement vs invoice

When a statement helps

What to include

FAQ

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