The full picture, not one invoice
A statement of account summarises every invoice and payment for a customer over a period and shows what they still owe. It is the document you send when someone asks “what is my balance?”
What a statement of account includes
- Your business name, address, and contact details
- The customer's name and details
- The statement date and the period it covers
- The opening balance carried over
- A dated list of charges (invoices) and payments received
- A running balance after each transaction
- The closing balance due
Statement of account vs invoice
An invoice asks a customer to pay for one job or order. A statement of account pulls together many transactions and shows the overall balance. If you have customers with ongoing accounts, you typically send an invoice per job and a statement at the end of each month so they can reconcile what they owe.
How to use the generator
- Enter your business and the customer's details
- Set the opening balance (0 if the account is new)
- Add each invoice as a charge and each payment received
- The running balance and closing balance calculate automatically
- Download the PDF and send it to your customer
Send statements automatically with wabill
The generator gives you a one-off statement. wabill can track every invoice and payment per customer and produce their statement on demand, then send it straight to their WhatsApp. 10 free documents to start, then R150/month.
FAQ
What is a statement of account?
A statement of account is a summary you send a customer showing all the invoices, payments, and the running balance over a period. Unlike an invoice, which asks for payment on one job, a statement shows the full picture: what was billed, what was paid, and what is still owed.
Is this statement generator free?
Yes. Add your business, the customer, an opening balance, and each invoice or payment. The generator calculates the running balance and closing balance and lets you download a professional PDF. It runs in your browser with no signup and no upload.
What should a statement of account include?
Your business details, the customer's details, the statement date and period, the opening balance, a dated list of charges (invoices) and payments, a running balance, and the closing balance due. The generator on this page captures all of these.
How is a statement different from an invoice?
An invoice requests payment for a specific job or order. A statement of account summarises many transactions over time and shows the overall balance owed. Businesses usually send statements monthly to customers with ongoing accounts.
10 free documents. No card needed.