By Team Hypomnema · Business & work
Create dated customer statements with opening and running balances.
Use the guide alongside the working tool.
Open Customer Statement Maker →Worked example
An opening balance of 200, a 500 invoice and a 300 payment produce a 400 closing balance.Create dated customer statements with opening and running balances.
Prepare the source records
Set the statement period, opening balance and customer.
Add dated invoices, payments, credits or refunds, or import the CSV template.
Review a real result
An opening balance of 200, a 500 invoice and a 300 payment produce a 400 closing balance.
Review the running balance and export a branded account statement.
Method, scope and privacy
Up to 500 entries in one currency. Opening balances and transactions are user-entered, not bank-verified. Entries before the period adjust its opening balance.
Files and calculations stay in this browser. Corporate PDF and print-ready HTML support company profiles and pagination. For non-Latin text, use Print / Save PDF with device fonts. Drafts are explicit downloads, not automatic storage.
Ready to apply this workflow?
Try Customer Statement Maker →Explore a related workflow
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- Proforma Invoice Maker: inputs, review and export
Prepare a formal pre-sale invoice with shipment and payment details.
Keep your original files and review the result. Found unclear instructions? Contact Team Hypomnema.