Statement of Account Generator
Summarize a client's invoices, payments received, and outstanding balance in one document. Add your logo and export a clean PDF — free, no signup.
Part of the invoice collection workflow
Use a statement when a client has multiple invoices open and needs one summary. If a single invoice is overdue, a reminder is usually the faster first step; if the client needs to move to installments, use the Payment Plan Agreement Generator.
Frequently asked questions
When should I send a statement of account?
Send a statement when a client has multiple open invoices and needs one summary of what was billed, what has been paid, and what remains outstanding — common at month-end or before escalating a collections conversation.
How is the outstanding balance calculated?
Each invoice row tracks its own amount and amount paid; the balance is amount minus paid (floored at $0). The statement totals invoiced, paid, and outstanding across every listed invoice.
Related Calculators
Invoice Reminder Generator
Follow up an overdue invoice with a friendly, second, or final reminder. Free PDF export
Payment Plan Agreement Generator
Create a payment plan with scheduled installments and late fee terms. Free PDF export
Invoice Generator
Create an itemized invoice with optional sales tax and payment details. Free PDF export, no signup
Receipt Generator
Create a payment receipt with line items and business details. Free PDF export, no signup