Customer statement template in Excel: show what's owed and get paid faster
A billing statement with invoices, payments and balance due for each customer, ready to send as PDF.
- ⚡ Instant download
- 🔒 Secure checkout by Stripe
- ↩️ 7-day guarantee
Sound familiar?
- Customers say they 'didn't know' they still owed you
- It's hard to show what was paid and what is still open
- You type statements by hand every month
The Collection Worksheet Template fixes that in a few minutes, for $2.
What changes when you use it
Fewer excuses
A clear statement with every invoice and payment leaves nothing to argue about.
Balance done for you
Amount due and running balance calculated automatically.
Look professional
Company header with logo and statement number.
What's inside the spreadsheet
- Company header with logo and contact details
- Statement number and date
- Customer name and client ID
- Invoice number, type and description
- Value, payment and balance
- Amount due and total
Ready in 3 simple steps
Buy securely
Pay $2 once through the secure checkout (Stripe).
Download instantly
Your file is ready right after payment and also arrives in your e-mail.
Fill in and use
Open it in Excel, type your data and let the formulas do the work.
Made for
Everything you get
- Collection Worksheet Template (.xlsx file), 100% editable
- Instant download right after payment, plus the link in your e-mail
- Use it on as many of your own computers as you need
- No subscription and no monthly fees, ever
- Free e-mail support to help you get started
- 7-day money-back guarantee
Works with: Excel 2010 or newer on Windows or Mac · also opens in Google Sheets
Track all your receivables in one list with the Accounts Receivable Worksheet.Collection Worksheet Template
$2
Less than a coffee. Recovering one late payment pays for it.
Download nowFrequently asked questions
Can I send it as PDF?
Yes. Fill it in and export to PDF from Excel.
How do I receive the spreadsheet?
Right after payment you get the download link on screen and by e-mail. Lost it? Get new links anytime on the "My downloads" page.
Which software do I need?
Microsoft Excel 2010 or newer (including Microsoft 365) on Windows or Mac. It also opens in Google Sheets and LibreOffice, although some formatting may look slightly different.
Can I edit it and add my logo?
Yes. The file is not locked: you can rename labels, add rows and put your own logo in it.
What language is the file in?
English.
Is it a subscription?
No. You pay $2 once and the file is yours to use for as long as you want.
What if it is not what I need?
You have 7 days to try it. If it does not meet your needs, write to us and we will help you, exchange it for another template or refund your payment.
More about the Collection Worksheet Template
Choosing the most suitable financial management tool for your type of business is the most effective way to save time and money. Those who work with recurring payments, for example, will have their lives made easier if they know how to use a Free Billing Spreadsheet template, thus allowing them to have good and direct control over their receipts.
Registering customers, tracking payments, sending bills, and monitoring collections are essential tasks in this type of business.
A Collection Spreadsheet template that addresses all these functions will help not only to reduce delinquency, but also to increase productivity.
Many consumers are finding it increasingly difficult to make ends meet. This causes them to accumulate debt.
As a result, the institutions that do not receive their payments are at a loss and, most of the time, go bankrupt.
The Collection Worksheet Template comes as a way to help and avoid problems such as default that may occur. In view of the context that is necessary, we will have some resources and some tips on how this spreadsheet can help your life.
Collection Worksheet Template Undeniably, having tools that help automate these controls and organize the company's financial routine is a great help. For this reason, we have prepared a totally free Excel spreadsheet to contribute to this task.
With it, you can keep track of the client's data and debt (including amounts already paid and past due), as well as track information about the negotiation (if there has already been contact, its evolution and new deadlines for payment).
Being able to manage this sector effectively will enable you to plan how and when to invest to expand your business, and to anticipate any kind of financial instability, giving you time to renegotiate deadlines or collect from those customers who are in arrears.
Thinking of facilitating your management, we have created a complete spreadsheet that will help you control the revenues that will be received by the company.
With it, you will know exactly what has already entered the cash flow, what you still have to receive, and what you should have received, in order to collect from defaulting customers.
Get organized today for just $2
Download the Collection Worksheet Template now and start using it in minutes.
Download now for $2One-time payment · Instant download · 7-day guarantee
