Statement of Account Generator Australia

What this statement generator includes

• Business and client statement details
• Statement period, invoice dates, and due dates
• Running totals for invoiced, paid, and outstanding amounts
• Printable PDF statement export

How to use this generator

Enter your business and client details, then set the statement period you want to summarise. Add each invoice issued in that period as its own line — invoice number, invoice date, due date, amount, and the amount already paid — and the generator calculates the balance owing on each line automatically. Once every invoice is listed, download the statement as a PDF and send it to the client alongside the current running total.

What each field is for

• Statement period (Period From / Period To): defines exactly which invoices the statement covers, so the client can match it against their own records for that stretch of time.
• Invoice #: lets the client trace each line straight back to the original tax invoice rather than treating the statement as a stand-alone bill.
• Amount and Paid: shown side by side so the balance calculation is transparent — the generator subtracts paid from amount on each line automatically.
• Running totals (Total Invoiced / Total Paid / Total Outstanding): give the client one figure to focus on instead of manually adding up every line themselves.

When to use a statement of account

Use a statement when one reminder is not enough and the client needs a period-wide summary of invoices, payments, and outstanding balances. It works well after invoicing and alongside reminder or payment-plan follow-up.

Common statement of account mistakes

• Sending statements irregularly, which lets small overdue amounts build up unnoticed until the balance is large enough to cause a dispute.
• Leaving out invoices that were later adjusted with a credit note, so the running balance does not match the client's own reconciliation.
• Omitting the due date on each line, which makes it hard for the client to see how overdue any single invoice actually is.
• Treating the statement as a substitute for chasing payment directly — pair it with an invoice reminder if action is needed sooner.

Need the broader collection workflow?

Use the Invoice Follow Up Australia hub if you want to compare reminder, statement, payment plan, receipt, and credit note paths before deciding which follow-up document fits the account.

Frequently asked questions

Related tools

Statements sit between invoicing and resolution. Use them when the customer needs a fuller picture than one overdue invoice can provide.

Statement of account generators by industry

See statement of account tips, common line items, and compliance notes tailored to your industry.