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    Statement: Company Name

    Uploaded by

    Bleep News

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Statement: Company Name

    Uploaded by

    Bleep News
    305 views6 pages

    Original Title

    billing-statement

    Copyright

    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    305 views6 pages

    Statement: Company Name

    Uploaded by

    Bleep News

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 6
    At a glance
    Powered by AI
    The document discusses how to create and customize billing statements using a template in Excel.

    A billing statement typically includes the customer's name and address, account number, current balance, payment due date, account activity/transaction history, and payment instructions.

    The template can be customized by updating the company name and contact information. Fields like statement number or customer ID can be removed if not needed. The payment due date field can be linked to automatically calculate.

    Company Name STATEMENT

    Bill To: [Customer Name] Statement Date 4/30/2012


    [Street Address] Statement # [100]
    [City, ST ZIP] Customer ID [ABC123]
    [Phone]

    Remittance Account Summary


    To ensure proper credit, please enclose a copy of this statement Balance Due $250.00
    with your check and remit to: Payment Due Date
    [Company Name] Amount Enclosed $
    [Street Address] .
    [City, ST Zip] Make all checks payable to
    Please write your Customer ID on your check. [Company Name]

    Account Activity
    DATE TYPE INVOICE DESCRIPTION PAYMENT AMOUNT BALANCE
    1/1/12 Balance Forward $ 250.00

    Current Balance: $250.00

    If you have any questions about this invoice, please contact


    [Name], [Street Address], [City, ST Zip]
    Phone [000-000-0000], Fax [000-000-0000], [Email]
    [42]

    Thank You For Your Business!


    HELP
    https://www.vertex42.com/ExcelTemplates/billing-statement.html © 2009-2014 Vertex42 LL

    Getting Started
    Customize the template with your company name, address, and other contact
    information. Then, save a backup of the file to use as a template for future billing
    statements you might want to create.

    If you do not need the Statement # or Customer ID fields, you can clear these
    cells without affecting the rest of the statement. If you do not use the Customer ID
    field, edit the text in the Remittance section.

    Update the customer info and save a copy of the file for each customer.

    For the Due Date, you could use a formula such as =H3+30 to make the Due Date
    30 days after the date you enter in cell H3.

    Sending a Statement to a Customer


    It is not a good idea to send the spreadsheet itself to a customer. They might not
    be able to open a spreadsheet file, and your file might include information you do
    not want the customer to see.

    One of the best ways to send a statement, besides printing a paper copy and
    mailing it, is to email the statement as a PDF attachment. You can create a PDF
    with Excel by exporting to PDF or going to Save As and choosing PDF.

    Account Activity Table


    This is where you enter individual payments received, invoices sent, and fees
    charged to the customer.

    See the image on the web page listed above for an example of how you can enter
    information into the table such as rent amounts due, payments received, and late
    fees incurred.

    In the first line of the table, either enter the "Balance Forward" amount in the
    Balance column, or a "Beginning Balance" if this is a new customer.

    The TYPE Column


    This column could be used to indicate whether the payment was made in "Cash"
    or if the payment was made by check, you could enter the Check Number.

    The INVOICE Column


    If the receipt is associated with an invoice that you sent to the customer, list the
    invoice number in this column.
    PAYMENT & AMOUNT Columns
    The Payment column is subtracted from the balance, and the Amount column is
    added to the balance, so payments are the amounts that the customer pays to
    you, and the Amount column is for amounts that the customer must pay.

    Additional Help
    The link at the top of this worksheet will take you to the web page on
    vertex42.com that talks about this template.

    REFERENCES

    TIPS Vertex42.com: Spreadsheet Tips Workbook

    ARTICLE Vertex42.com: Simple Invoicing for Small Businesses

    ARTICLE Vertex42.com: Add a Customer List to Your Spreadsheet


    © 2009-2014 Vertex42 LLC
    Billing Statement Template

    By Vertex42.com
    https://www.vertex42.com/ExcelTemplates/billing-statement.html

    © 2009-2014 Vertex42 LLC

    This spreadsheet, including all worksheets and associated content is a


    copyrighted work under the United States and other copyright laws.

    Do not submit copies or modifications of this template to any website or


    online template gallery.

    Please review the following license agreement to learn how you may or may
    not use this template. Thank you.

    https://www.vertex42.com/licensing/EULA_privateuse.html

    Do not delete this worksheet

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