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Modern Statement of Account Template
Summarize account activity over a stated period. Compare the filled example, check each detail and save your own copy.
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Example document. Edit every detail.
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Preview1 page
What this statement needs
All set
- From
- To
- Statement date
- Entries
Next steps
Follow the form, preview and download
These pictures show the same document generator with fictional example details.
- 1
Add your own details
Replace the example names and contact details in the form. Keep only information that belongs in this document.
Add your own details - 2
Read the filled document
Check the page preview after changing the text. Read the amounts, dates and page breaks before exporting.
Read the filled document - 3
Save the checked copy
Use the download controls above the preview. Open the saved file and give it one final read before sharing.
Save the checked copy
What you get
Three document styles
Compare Classic, Modern and Minimal layouts.
Download a PDF
Save a copy when the names and figures are right.
Details stay here
The generator works on this device.
Choose paper size
Use A4 or Letter and check the page breaks.
Keep editing
Return to the form to correct a detail before sharing.
Examples
These are fictional details. Choose an example, then replace them with your own.
How to use this template
- 1
Replace the statement of account details
Start with account number and statement period. Replace the fictional sample with information from your own records.
- 2
Read the draft in the preview
Check entry date beside transaction reference. Read each page from the perspective of a customer reconciling invoices and payments.
- 3
Save and open the finished document
Choose PDF or Word above the preview. Check closing balance in the saved copy before sharing it.
Using this statement of account layout
This modern statement of account uses an accent band to separate the document heading from its content. The filled preview concerns a month with an opening balance, new charges and a payment. It is intended to help you summarize account activity over a stated period. Start with the example to compare the visual layout, then work through the details below from the perspective of a customer reconciling invoices and payments.
Account number
A Modern statement of account should make account number easy to find. Try the filled example, aCCT-0104, to see how this detail sits in the document. Use the customer reference from your records. Then turn to statement period: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Statement period
A Modern statement of account should make statement period easy to find. Try the filled example, october 1 through October 31, to see how this detail sits in the document. Choose dates that match the account records you are summarizing. Then turn to opening balance: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Opening balance
A Modern statement of account should make opening balance easy to find. Try the filled example, the balance before the first listed entry, to see how this detail sits in the document. Check this figure before adding new activity. Then turn to entry date: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Entry date
A Modern statement of account should make entry date easy to find. Try the filled example, the date of each charge or payment, to see how this detail sits in the document. Record the actual transaction dates. Then turn to entry type: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Entry type
A Modern statement of account should make entry type easy to find. Try the filled example, invoice, payment, credit note or adjustment, to see how this detail sits in the document. Choose the type deliberately. Then turn to transaction reference: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Transaction reference
A Modern statement of account should make transaction reference easy to find. Try the filled example, iNV-0104 or a payment reference, to see how this detail sits in the document. Use a reference that leads back to the source record. Then turn to entry amount: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Entry amount
A Modern statement of account should make entry amount easy to find. Try the filled example, the amount recorded for that transaction, to see how this detail sits in the document. Compare each figure with the source document. Then turn to closing balance: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Closing balance
A Modern statement of account should make closing balance easy to find. Try the filled example, the amount after the last listed entry, to see how this detail sits in the document. Reconcile this value with your own account record. Then turn to account number: the two entries need to describe the same situation. Use the preview to check your replacement text, especially when a name or description is longer than the sample.
Review the statement of account before saving
The accent heading should leave the main statement of account information easy to read. Check a long entry such as account number after typing it, since a real name may take more room than the fictional one. Continue down to entry type and check where the next section starts. Use the preview controls to compare a page at fit width and at a larger zoom. On a phone, switch from Edit to Preview to read the page without the form taking the screen. Before exporting, select the intended paper size under Design. Recheck the last page after that change. The file should present the complete statement of account, including any final note or signing area that belongs with a month with an opening balance, new charges and a payment.
Common questions
What changes in the modern statement of account?
The Modern design uses a stronger accent band and a different visual hierarchy. The fields still describe a month with an opening balance, new charges and a payment. Check the longest entries, including entry type, in the page preview after you edit them.
Can I change the modern statement of account color?
Use the accent controls under Design. Compare the heading with account number and read the body text at normal size. A color choice should support the document rather than draw attention away from its meaning.
How do I replace the statement of account example?
Use the form to enter statement period and then work through transaction reference. The preview updates from your entries. All names and figures in the gallery are fictional and need checking before use.
Can I download this statement of account in two formats?
PDF preserves the previewed page arrangement. Word provides editable text and may reflow when opened. Use the current draft to summarize account activity over a stated period; whichever format you choose, inspect the saved copy before sharing it with a customer reconciling invoices and payments.
Will this statement of account send itself to anyone?
No. Download the checked copy, then choose how to share it. Your entries are used on this device. On a shared computer, clear the saved draft when you no longer want those details stored in the browser.