Statement of Account Maker

Build a customer statement with running balance and aging, as PDF and Excel

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Build a customer statement from invoices, debit notes, credit notes and receipts: a chronological ledger with running balance, aging and open items. The closing balance is checked before export.

Formats: Type transactions in, or import CSV or Excel (.xlsx). Exports PDF, Excel and CSV.
Limits: Up to 5,000 rows and 20 MB per import. One currency per statement.
Your data: Processed in your browser. Nothing is uploaded. Your draft is saved on this device only.

Statement details

Your company

Your address and contact

Customer name

Customer ID

Customer address

Currency

Opening balance

Positive if the customer owes you at the start of the period.

Period start

Period end

Statement date

Aging is counted to this date.

Transactions before the period start

Aging buckets (days)

Whole numbers, such as 30, 60, 90.

Notes on the statement

Company logo (optional)