FREE 10+ Customer Statement Samples [ Mission, Service, Satisfaction ]

Customer statements are very useful especially if businesses provide products or services to customers on a regular set schedule. For example, if the business provides a membership monthly subscription to customers, the customers are expected to pay the costs monthly. To remind the customers of their monthly dues by charging them the amount, businesses use the customer statement. It is also useful for recording all the payments made by the customer and the balance they have. With a customer statement, businesses can avoid being taken advantage of by some shady customers who will not properly pay the costs of the products or services they ordered. Read the article to know how to make a customer statement.

10+ Customer Statement Samples

1. Customer Statement of Position

2. Enhanced Customer Statement

3. Customer Account Statement

4. Customer Transaction Statement

5. Credit Application Customer Statement

6. Customer Statement Note

7. Sample Customer Statement

8. Customer Statement Requisition Form

9. Customer Service Statement

10. Customer Statement of Work

11. Customer Security Statement

What is a Customer Statement?

Customer statements serve as a reminder for customers of the remaining balance they need to pay the vendor before the due date comes. The statement is usually sent to the buyer’s account. The statement can also be used to send the details of their account activity for recording purposes.

Details to Include in a Customer Statement

1. Name and Address of Both Parties: Include both the name of your customer and yourself on the statement. Make sure that all the details have the correct spelling. It’s important to include both your names so it is easy to take note of the statement to whom it is addressed.
2. Reference Number: Don’t forget to include the reference number. It is the unique number present in each invoice that also belongs solely to the customer. This will help identify who your customer is making it much easier to contact them.
3. Date: Another detail to include is the date of the month you’re billing the customer. It’s up to you if the date is the first day of the month or the last.  
4. Opening Balance: This overdue balance is the amount owed by the customer owed from the previous statement last month if there are any. You should make a note that the customer is required to pay it as soon as possible.
5. Description of Sale: This is where you describe the products or services that the customer ordered. Describe its physical appearance and quantity. Don’t forget to include the amount of each sale as well.
6. Invoice Amount: This is the total amount of the sale described above. This is the amount the customer is due to pay for the current month. Don’t forget to include the subtotal which describes other costs such as sales tax, shipping costs, and other costs as well. Highlight the total amount by making its font bold and enlarged compared to the rest of the statement’s contents.
7. Payment Made: State the amount that the customer paid from the previous month.
8. Remaining Balance: State the amount that the customer needs to pay for the next month if there are any.

FAQs

Once you’re done creating the customer statement, make sure to double-check it to ensure all the details written down are accurate, especially the name of the customer and the amount owed by the customer. The last thing you want to have is a statement full of errors that will mess up your payment records and an angry or a baffled customer complaining about the amount written on the statement. To help you get started creating the statement, download our free sample templates above to use as your guide!