Sending a statement of account is a key part of keeping your business finances and client relationships in good shape.
Using a template takes the guesswork out of the process, helping you communicate clearly and effectively every single time.
<template>
Subject: Your [*Month*] [*Year*] Account Summary from [*Your Company Name*]
Hi [*Client Name*],
Here is your account summary for [*Month*] [*Year*]. This statement covers all activity from [*Start Date*] to [*End Date*].
Your opening balance was [*Opening Balance*]. After accounting for all new invoices and payments this month, your new balance is [*Total Amount Due*].
This amount is due on [*Due Date*].
You can settle your balance easily through our online portal. You’ll also find a detailed breakdown of every transaction in the full statement available at the link below.
[*Link to Online Statement and Payment*]
If you have any questions, just reply to this email. We’re happy to clarify anything for you.
Thanks,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
</template>
<template>
Subject: Friendly Reminder: Your Payment for Invoice [*Invoice Number*] is Due
Hi [*Client Name*],
This is a friendly reminder that your payment for invoice [*Invoice Number*] is due soon.
The total amount of [*Amount Due*] is due on [*Due Date*].
You can make a payment quickly and securely through our online portal:
[*Link to Payment Portal*]
If you’ve already sent the payment, please disregard this email. If you have any questions or need assistance, feel free to reply to this message.
Best,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
</template>
<template>
Subject: Action Required: Your Payment for Invoice [*Invoice Number*] is Overdue
Hi [*Client Name*],
This is a notice that your payment for invoice [*Invoice Number*], which was due on [*Due Date*], is now overdue.
The outstanding balance is [*Amount Due*].
You can settle this balance immediately by clicking the link below to access our secure payment portal:
[*Link to Payment Portal*]
If you believe you've received this email in error or have already made the payment, please let us know by replying to this email. We're here to help sort things out.
Thank you for your prompt attention to this matter.
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
</template>
<template>
Subject: Your [*Your Company Name*] Account Details Have Been Updated
Hi [*Client Name*],
This is to confirm that changes were made to your account on [*Date of Change*]. The update was related to your [*Specify what was updated, e.g., contact information, payment method*].
If you did not authorize this change, please contact us immediately. Your account security is our priority.
You can review your current account details at any time by logging into your portal:
[*Link to Account Portal*]
If you have any questions, we're here to help.
Best,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
</template>
<template>
Subject: Your [*Year*] Year-End Statement from [*Your Company Name*]
Hi [*Client Name*],
As the year comes to a close, here is your complete financial summary for [*Year*]. This statement covers all transactions from January 1, [*Year*], to December 31, [*Year*].
Throughout the year, we've invoiced a total of [*Total Amount Invoiced for the Year*] and received payments amounting to [*Total Payments Received for the Year*]. Your closing balance for the year is [*Closing Balance*].
For a detailed breakdown of every transaction, which can be useful for your tax records, you can access and download your full statement from our portal:
[*Link to Full Year-End Statement*]
If you have any questions or spot any discrepancies, please reply to this email. We’re here to help.
All the best for the new year,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
</template>
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Sending clear, professional statements is a fundamental part of managing client relationships. These templates give you a reliable starting point for every scenario.
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