A billing statement is a document showing the complete history of transactions made and payments due by customers or clients. It is used by sellers, companies, banks, and other financial institutions for effective credit management. In this article, we have some useful billing statement excel templates for your ease and understanding of the document.
It can also be explained as a document on which a supplier or seller lists all of the amounts owed by the customer on past invoices. Banks and other financial institutions also use billing statements to keep track of all transactions made via credit card. Such billing statements are issued to clients and customers at the end of the month or after a particular period of time.
A billing statement plays a vital role in customer account management. It provides a comprehensive listing of transactions, payments, credits, and debits of a particular customer account. A detailed billing statement usually indicates information and details about the customer’s previous outstanding balance, most recent invoices, and amounts paid during the past month.
Companies and banks usually issue billing statements to customers at the end of the month but a customer can also ask for a billing statement at any time when he wants to make payments to pay outstanding amounts. Our billing statement template is a useful tool to create professional-looking and detailed billing statements shortly.
Billing statements prepared and issued to credit cardholders may also include other payment details such as deductions made by a bank, monthly credit card fees, late payment charges, etc. Whether you want to make billing statements for your customers to track credit records or wish to prepare such statements for credit card holders, we welcome you to download and use our billing statement excel templates listed below the text. The download link at the bottom of each template preview will allow you to download the editable copy of the billing statement template on your computer for free.
Download Billing Statement Templates Here
Company’s Billing Statement Excel Template
