Get a Handle on Customer Statements

Customer Statements

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In my last blog on Sales Invoices we looked at the information to include when you invoice customers for goods or services that you have provided.

Sometimes customers will pay you within the month, but often you may have to issue a reminder. It is good practice to send customers a statement each month summarising the current status of their account.

What to include on a Customer Statement

By including the following basic information on the Statement, you can make it easy for your customer to know where they stand.

  • Your customer’s name and address
  • Statement Date
  • Invoice Number
  • Invoice amount.
  • Payment made.
  • Remaining balance.

The Statement not only helps your customer keep track of what they owe you, it also acts as reminder that they have not yet paid you.

Need help with your sales invoicing or customer statements? Get in touch with me here.

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