Download Billing Statement Template In Excel

Simplify Your Billing Process with an Billing Statement Format in Excel

Introduction: Managing invoices, payments, and customer accounts can be overwhelming for small businesses. However, there’s a solution that makes it easier and more efficient. Introducing a free billing statement template in Excel that simplifies invoice tracking, customer account management, and general billing. Whether you’re a landlord keeping track of rental payments or a small business owner in need of a straightforward billing solution, this template can help. (Explore our other business statements)

Understanding the Billing Statement Format:

The billing statement template we provide is a user-friendly alternative to complicated billing software. It helps you keep track of customer account balances, monitor invoices and payments, and send statements directly to your customers. While it may not have all the fancy features of advanced billing software, it offers a simple and effective solution for many businesses.

Key Components of the Billing Statement Excel Template:

  1. Invoice Number: This column lets you enter a unique identifier for each invoice you send to customers. It helps you easily identify and track individual transactions.
  2. Payments Received: Here, you can record the payments you receive from customers for their invoices. This column helps you track the amount paid and the remaining balance.
  3. Amount: The generic amount column is for recording charges, fees, and billed invoices. You can also use it for refunds or non-payment related credits by entering negative values.
  4. Current Balance: This column automatically calculates the balance owed by subtracting the total payments from the total amount. It gives you an up-to-date view of the customer’s outstanding balance.
  5. Invoice Tracking and Purchase Order Management: In addition to general billing, the template can also help you track invoices and manage purchase orders. To track split payments or multiple invoices, add more rows and allocate the payment accordingly. You can also duplicate the “Invoice” column (Column C) and rename it as “PO#” to use the template for purchase order tracking.


Efficient billing management is essential for maintaining good customer relationships and ensuring timely payments. With our billing statement template in Excel, you can simplify your billing process, track invoices, manage customer accounts, and send professional statements. While it may not have all the advanced features of dedicated billing software, it offers a user-friendly and effective solution for small businesses. Download the free billing statement template and take control of your billing operations today.

Download this Billing Statement template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Billing Statement Excel Template

Instruction :

All Excel templates and tools are sole property of User can only download and use the excel templates for their Personal use only. All templates provided by XLSX templates are free and no payment is asked. However, you are not allowed to distribute or share in any other website for sole purpose of generating revenue from it.

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