Free Billing Statement Template
A billing statementāalso called an account statementāis a document that lists all of a clientās charges over a given period of time. It shows your client how much they have been billed and when.
Now, you can create free itemized billing statements with FreshBooks. Simply download the template, plug in the numbers and send the statement to your client in minutes.
Download the Free Billing Statement Template
Keeping your clients in the loop about their account activity is important. With the help of the sample billing statement from FreshBooks, you can create detailed and professional billing statements for free.
The templates are available for download in Excel, Microsoft Word, PDF, Google Sheets and Google Docs. They are formatted to work with the program of your choice to make customization a breeze.
Create itemized billing statements without the headache with ready-made templates from FreshBooks.
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What is a Billing Statement?
A billing statement ā otherwise known as an account statement ā is a document that lists all charges made to a clientās account over a given period of time.
Itās different from an invoice in that it is not sent to notify clients of what they owe. It is simply to let them know how much they have been billed by your company in the past.
A comparable document would be the credit card statement that you receive every month to notify you of all of the charges that have been made.
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Why Use a Billing Statement?
Billing statements are great for communicating with clients and avoiding confusion. They give your clients a monthly or quarterly round up of all the charges that have been made to their accounts.
Creating and sending billing statements serves as both courtesy to a client and as a helpful file in your records. It allows you compare billing statements from different clients to see where your money is coming from each month. You can also analyze this information for insights to guide future business decisions.
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How to Fill Out a Sample Billing Statement
Need to create a billing statement? Create your first report with FreshBooks.
Download Template
Download the FreshBooks billing statement template in the format of your choice.
Determine Period
Decide what time frame your billing statement will cover. Choose either a monthly or quarterly.
Retrieve Data
Collect all invoices sent to particular client during chosen timeframe.
Organize Data
Determine how you want to sort the charges. Many people sort them my date or category.
Input Data
Add all of the data youāve collected into the template.
Review Report
Look back over your report and other documents to make sure you havenāt missed anything.
More Accounting Report Templates
Looking for additional accounting resources? FreshBooks has you covered. Download any of the customizable accounting report templates for free.
- Profit and Loss Templates
- Expense Report Templates
- Simple Balance Sheet Templates
- General Ledger Templates
- Income Statement Templates
- Billing Statement Templates
- Bank Reconciliation Templates
If you are looking to put your bookkeeping on autopilot, check out the FreshBooks cloud accounting software. This powerful accounting software generates all of the reports listed above with minimal effort.
Frequently Asked Questions
A billing statement, or statement of account, includes all of the charges made to a specific account during a given timeframe. Having this on record helps you and your clients stay organized.
Since billing statements are used to give clients a rundown on all charges made to their account, you want to send them relatively often. Monthly is ideal, but you may also choose to send them quarterly account statements, depending on the nature of your services.
A billing statement doesnāt typically require action, but an invoice does. An invoice lets a client know how much they owe and a billing statement lets them know how much theyāve been charged in a the past.
Yes. Billing statements are often used when financial services are rendered, but you can the statement either an āaccount statementā or a ābilling statementā.
Yes. Billing statements are generated based off of the invoices that youāve sent to a particular account during the given period. FreshBooks accounting software does this for you, all within a single easy-to-access online portal.
Why Use FreshBooks to Create Billing Statements?
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Automatic Invoicing
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