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Download Billing Statement Excel Template

This billing statement template can be used for invoice tracking, simple customer account management, and general billing. Although not as feature-packed as other small business billing software, it may be all you need. It has a column for recording the invoice number, a column for recording payments received from the customer, plus a generic amount column that can be used for payments.

Uses of Billing statement

This type of billing statement is useful when you receive regular payments from a customer, such as a tenant in one of your rental properties. It is very similar to our free invoice template, a billing statement as an accounts receivable ledger for a specific customer. However,it shows individual transactions and the current balance.

This Billing Statement spreadsheet can be a simple alternative to other small business billing software. You can keep track of a customer account balance, track invoices and payments, and mail the statement to a customer.

Using the Billing Statement

This billing statement is not automatic like other billing software might be, but it also doesn’t require you to be an expert at Excel.

You may or may not want to use a statement number. The statement date may be adequate.

The Current Balance is the Sum of all Amounts MINUS the Sum of all Payments. Keep that in mind when you start entering values. The Payments column is for recording payments received from your customer and Amounts are for charges, fees, and invoices billed. You can enter negative values in the Amount column if you need to (for refunds, credits that aren’t payments, etc.).

When adding additional rows to the Account Activity section, make sure you insert the row above the gray ‘current balance’ line, so that the balance formula updates correctly.

Sending a Bill to a Customer

You shouldn’t send the Excel spreadsheet to your customer. If you want to go paperless, you should print to a PDF file. Don’t assume that your customer uses the same version of Excel you do, or that they can open a spreadsheet.

If you print hard copies, you should print and send two copies, so that your customer can keep one.

Invoice Tracking

One of the critical features of accounts receivable softwareinvoice tracking software, and billing software is the ability to apply a customer’s payment to a specific or multiple invoices. If a payment applies to two or more invoices, just insert additional rows and split the payment between the different invoices. To link the split payments together, in the TYPE column record the check number that the customer paid.

This one is design so that the upper portion of the statement as the remittance form, allowing the account activity section to extend. The remittance section tells the customer where to send their check and reminds them to enclose a copy of the statement . This can be used as a credit card statement.

Purchase order tracking: You can also use this billing statement for tracking purchase orders. Just duplicate column C (the one with the “Invoice” column) and label the new column “PO#”.

How to Use this Billing Statement Excel template

Our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download: 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.

In summary, our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Simply, download the template, replace sample data with your actual data, customize it as per your requirement, use it for data analysis, and save or share it with others as needed. With our templates, you can quickly and easily analyze your data and make informed business decisions.

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