Customer Account Statement Template CAST 1

Customer Account Statement Template CAST 1 is a simple little application for invoice tracking and customer account management. Customer Account Statement allows you to maintain an accurate accounts receivable ledger for each customer - in other words, an up-to-date record of each customer's charges, payments, and balance due and also to send an accurate monthly statement to every customer who owes you money. In other words this Excel Template combines both, the accounts receivable ledger and customer statement of account and can be used for businesses that offer Service or Sell Products or offer both.

Major Features:

1. Customer Account Statement Template for Excel can be a real help when sending monthly statements to your customers.
   • The template can be customized to the requirements of just about any service provider or product selling business needs.
2. Personalize this template to your business: You can download this template and customize it with your business name, logo, business address and contact details. After you have done it you will need to save your it as a template in "My Documents" folder on in any folder on your computer that makes you fill more comfortable.
   • Make sure you've saved your template as .xlt file, this will prevent it from Auto Saving once you start updating your template with new customer details and will ask you to save it as a new document each time you need to save it.
3. Preparing Statement for new customer is really easy: open your saved template and update it with your new customer details, do not forget to assign the statement number to it and your new customer ID. Save your file in the folder on your computer with new name. I would recommend to use the customer ID number as a name of the saved statement, this will help you to keep track of your statements.
4. Sending Statement: After you've saved your statement, you are ready to print it and send it to your customer. Statement can be printed on your standard printer to be posted or faxed to the customer or to send it by e-mail you can convert it in to a PDF (may require a PDF add-on like PDF Converter Professional 5.0 or similar).
   • You can download and use or free Customer Account Statement template for your personal or company use, but with limited customization abilities.
   • Read our Limitation of Use Policy that are applicable to both free and unlocked version of this Customer Account Statement Template.
   • If you need to download this spreadsheet for commercial use to charge your customers, then you may need to purchase unlocked version of the customer account statement spreadsheet, this will also allow you to customize this spreadsheet to your company specific requirements.