Get Billing Statement Template

This guide will help you navigate the process of filling out the Billing Statement Template online effectively. By following the steps outlined below, you will be able to accurately complete each section of the form.

Follow the steps to complete your Billing Statement Template accurately

1. Click the ‘Get Form’ button to retrieve the Billing Statement Template and open it in the online editor.
2. Enter your company name in the designated area at the top of the form. This will ensure that the billing statement is accurately associated with your business.
3. Add your company slogan in the provided field, if applicable, to personalize the document further.
4. Fill in the 'Bill to' section with the recipient's name. Ensure this is accurate to prevent any billing issues.
5. Enter the date of the statement in the relevant field. This is important for record-keeping and payment tracking.
6. Input the Statement number in the specified area to uniquely identify each billing document.
7. Provide the Customer ID in the relevant field to associate this billing statement with the specific customer.
8. In the Balance section, fill out all applicable amounts, including any amounts that are overdue beyond 90 days.
9. Use the Comments section to add any additional notes or clarifications regarding the statement, as needed.
10. Include your company’s contact information, including the street address, city, state, ZIP code, phone number, and any other relevant details.
11. Fill out the description of the services or products billed and the corresponding amounts for the current charges and any past due amounts based on the specified time frames (1-30 days, 31-60 days, and 61-90 days).
12. In the Remittance section, include the statement number, date, total amount due, and amount enclosed if sending payment.
13. Follow instructions for payment, ensuring that checks are made payable to your company name.
14. Once you've completed all the required fields, you can save your changes, download a copy, print it for physical records, or share it with the customer as needed.

Complete your Billing Statement Template online today for accurate and efficient billing.