Sending a statement of account email is a key part of keeping your client relationships and cash flow healthy. It’s a simple nudge that keeps everyone on the same page about outstanding payments.
Using a template takes the guesswork out of what to write. It helps ensure your message is clear, professional, and effective every time.
<template>
Subject: Your [*Month*] Account Summary from [*Your Company Name*]
Hi [*Client Name*],
Here is your account summary for [*Month*] [*Year*]. We’ve attached a detailed statement of all transactions for your records.
This month's activity at a glance:
The outstanding balance is due by [*Due Date*]. You can make a payment through our online portal here: [*Payment Link*]
If you have any questions about your statement, please feel free to reach out.
Thank you,
[*Your Name*]
[*Your Position*]
[*Your Company Name*]
</template>
<template>
Subject: Friendly Reminder: Your Payment to [*Your Company Name*] is Due
Hi [*Client Name*],
This is a gentle reminder that your payment of [*Amount Due*] for invoice [*Invoice Number*] is due on [*Due Date*]. We've attached a copy of the statement for your reference.
You can complete your payment quickly and securely through our online portal here: [*Payment Link*]
If you have already sent the payment, thank you, and please disregard this message. Should you have any questions, don't hesitate to reach out.
Best,
[*Your Name*]
[*Your Position*]
[*Your Company Name*]
</template>
<template>
Subject: Action Required: Your Payment to [*Your Company Name*] is Overdue
Hi [*Client Name*],
This email is to notify you that your payment for invoice [*Invoice Number*], which was due on [*Original Due Date*], is now overdue. The outstanding balance is [*Amount Due*].
We have attached the account statement for your review. Please make your payment as soon as possible to bring your account current. You can pay easily through our online portal: [*Payment Link*]
If you believe you have received this message in error or have already made the payment, please contact us so we can update our records. We're here to help if you have any questions.
Thank you,
[*Your Name*]
[*Your Position*]
[*Your Company Name*]
</template>
<template>
Subject: Confirmation of Changes to Your [*Your Company Name*] Account
Hi [*Client Name*],
This email confirms that your account information was recently updated. We’ve attached a summary of your account status for your records.
The following details were changed on [*Date of Update*]:
If you did not authorize this change, please contact us immediately. For a full overview, you can access your account dashboard here: [*Link to Account Dashboard*]
We’re here to help if you have any questions.
All the best,
[*Your Name*]
[*Your Position*]
[*Your Company Name*]
</template>
<template>
Subject: Your [*Year*] Year-End Statement from [*Your Company Name*]
Hi [*Client Name*],
As we close out the year, here is your complete account statement for [*Year*]. We’ve attached a detailed summary of all your transactions with us, which can be helpful for your annual financial planning and tax preparation.
Here’s a look at your account activity for the year:
Your outstanding balance is due by [*Due Date*]. You can settle your account through our online portal: [*Payment Link*]
Thank you for your partnership throughout [*Year*]. Please let us know if you have any questions about your statement. We look forward to working with you in the new year.
Best regards,
[*Your Name*]
[*Your Position*]
[*Your Company Name*]
</template>
While these five templates provide a solid foundation for your statement of account emails, Flodesk gives you the tools to send and automate them effectively. We offer intuitive email marketing for small businesses, designed to help you expand and manage your email list with ease. You don't need any coding or design experience to create and send emails that connect with your audience and support your business goals.
Our platform includes a straightforward email builder, effective automations, and well-designed forms, giving you a complete toolkit for your email marketing. We focus on providing everything you need for successful email campaigns, minus the usual complexity. Join the thousands of businesses who use Flodesk to send emails that look good and get results.
These templates provide a clear, professional framework for your financial correspondence, helping you maintain consistent communication and healthy cash flow. Using them ensures every statement you send is effective and on-brand.
Flodesk gives you the platform to bring these templates to life, creating and sending emails that look as good as your work. Sign up to start sending emails your clients will notice.
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