A billing statement invoice is an invoice that is used for customer account management, invoice tracking, and general billing issues. Although this statement is not as comprehensive as the feature like a small business billing software it is all you need for your billing and invoicing requirements.
The billing statement includes the important information regarding the transaction carried out by the person across the person, the total amount due and lots of other key details. In general, the invoice is used by credit card companies when they want their customer to know about the total amount they have spent.
As a matter of fact, many companies use a billing statement invoice to provide information to customers about their accounting. In other words, a billing statement has used communication between the borrower and the lender.
This template has space for the column to record invoice number, a column to record received payments from different customers, and also has a column for the generic amount that is used to record all the other credits, charges, fees, debts etc.
This billing statement invoice also contains an invoice table having different colored lines, company logo, a section for past dues and a remittance section too. Furthermore, this document has space for detailed information like descriptions, different fees, and any other relevant details.
The template is available in different formats including XLS spreadsheet, Ods or PDF and is mostly prepared in portrait orientation.
Billing statement invoice given here is a very useful tool in situations where you are involved in receiving regular payments from the same customer, for example, a tenant living in your rental properties.
This statement invoice is similar to invoice template, but it is not like an invoice because this statement can also be utilized as a ledger of account receivable for a certain customer, as this statement template shows the current balance pertaining to individual transactions.
This invoice if up to dated can be sent to a specific customer to inform and notify about the balance due to him.
Preview and Details of Templates
Billing Statement Template 2020 File:Excel (.xls) 2007+ and iPad Size 32 Kb | Download
License: ENERGY (Personal use only)
File:Excel (.xls) 2007+ and iPad Size 32 Kb | Download
File: OpenOffice (.ods) Spreadsheet [Calc] Size 23 Kb | Download
License: ENERGY (Personal use only)
(Distribution) by Kate Elizabeth(CEO)
What information does the billing statement provide?
The most important information provided by the billing statement is the minimum amount a borrower is required to keep in the account to keep it current. Some of the other main details are the total amount of transactions carried out in the month, total amount transacted, the amount of interest charged on the transaction and the closing statement at the end of the month.
How to create the billing statement invoice?
There are various sections in which the billing statement is divided. The first section of the billing statement includes the information about the cardholder and the account details such as name, previous balance, credits, amount transferred and a lot more.
The second section of the billing statement includes the information about the account such as the limit of account, total amount available in the account, total amount spent etc. Another section of the billing statement invoice is based on the benefits that the borrower can avail.
This section includes the information about the total credits earned by the borrower due to transactions and the promotions in which the borrower may be interested.
The contact details of the credit company that are required by the customer where he can contact the company for any query are also given in the billing statement invoice.
It should be mentioned that what should be done by the customer if there is any mistake seen in the statement. You can also use the billing statement templates for saving time.