Free statement of account template (South Africa)
List invoices and payments and show the balance due on a clean statement of account with your banking details. Print or save as a PDF.
Line items
Nothing is uploaded — everything stays in your browser.
Free version · randandrule.com
Statement of Account
ST-2026-10 · 2026-10-07
Thandi Mokoena Design
12 Long Street, Cape Town, 8001
Bill to
Acme (Pty) Ltd
1 Sandton Drive, Sandton, 2196
| Description | Qty | Rate | Amount |
|---|---|---|---|
| INV-0001 · 1 Aug 2026 | 1 | R 12 000.00 | R 12 000.00 |
| Payment received · 15 Aug 2026 | 1 | R -6 000.00 | R -6 000.00 |
| INV-0004 · 1 Sep 2026 | 1 | R 4 500.00 | R 4 500.00 |
SubtotalR 10 500.00
VATNot VAT registered
Balance dueR 10 500.00
Please settle the balance due within 7 days · FNB · Acc 62000000000 · Branch 250655 · Reference: ST-2026-10
How to use it
- 1.Enter your business and the client.
- 2.Add each invoice as a positive amount and each payment as a negative amount.
- 3.Check the balance due and payment terms.
- 4.Save as PDF and send it at month-end.
Questions
- What is a statement of account?
- A summary of all invoices, payments and credits for one client over a period, showing what is still owed.
- When should I send a statement?
- Monthly, to every client with an open balance — it is often the nudge that gets old invoices paid.
In the Starter Kit
The editable statement of account and letter of demand