Billing Statement Template is a document that is used to track invoices, accounting details, and billing status etc, all in one location.
In other words, amount to be collected against goods or services sold on a credit basis for a particular customer are recorded in this statement.
Our Billing Statement Template consists of Accounts Receivable amounts. This Statement is made for a particular customer along with the payment history for a particular period of time.
This template is useful if you are receiving regular bi-monthly or monthly payments from that customer.
Billing Statement will also help us to prepare multiple customers billing statement quickly and easily in very short span of time.
I have created a Billing Statement Template which has professional looks. You can customize it according to your needs as and when required.
You can download the Billing Statement Template here.
Let’s discuss the Billing Statement in details.
Billing Statement Template contains two sections as mentioned below:
- Heading Section
- Data Input Section
1. Header Section
This Section includes headings like Company Name, Billing Statement, Customer Name … as shown in the above image.
Just after that, there is the Remittance section. Remittance includes all the Bank details like Bank name, Bank A/c number and Branch Code etc.
Next to Remittance section on the right-hand side is Account summary. This section includes subheadings like Balance due, due date of payment and other payment related instructions.
Below Account summary come the Notes, where you can put notes for your customer as required.
I have put here a note for the customer to include their customer id behind the check.
2. Data Input Section
This section consists of headings like Date, Invoice number, Payments… etc as shown in above screenshot.
Balance amount here is calculated by deducting the payment amount from the total invoice amount. Previous Balance Amount of bill is also reflected in the last column.
Note: Don’t include invoice amount again and again for the same invoice to get exact receivable.
After that, there is the Total Amount of Balance as on statement issued date.
Last but not the least, there is the signature area for the issuer and the receiver of the Billing Statement.
At the end, contact details of Accounts department are given. If the customer has any discrepancies or queries related to the statement, he can contact them and sort it out.
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