Document generator

Statement of Account Generator

Create a customer statement showing entered invoices, payments, credits, and the resulting balance.

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Business / Sender Details

Document Details

Recipient / Context

Document-specific details

Rows / Items

Edit the rows below. Blank optional fields stay out of the finished document.

Additional Information

About the statement of account

A statement summarizes account activity over a selected period. Closing balance equals opening balance plus debits minus credits.

When to use this document

The result reflects only the transactions entered into the document and is not a substitute for accounting records.

Frequently asked questions

What is the closing balance formula?

Closing balance equals opening balance plus total debits minus total credits.