Monthly Statement Template for Recurring Client Billing
One-page summary of the month for your client.
Use this monthly statement template to summarize all charges, payments received, and outstanding balances for retainer or ongoing client engagements.
What's included
- Statement period and issue date
- Client and business details header
- Invoice summary table with dates and amounts
- Payments received section
- Outstanding balance calculation
- Notes or reminders for upcoming charges
How to Use This Template
Step 1: Set the statement period
Enter the month and year the statement covers. Use the same period consistently so clients know when to expect it.
Step 2: List all invoices and charges
Include every invoice issued during the period with its number, date, and amount. Add any additional charges or adjustments that apply.
Step 3: Record payments received
Show payments the client made during the period, matched to the invoices they covered. This helps reconcile any discrepancies quickly.
Step 4: Calculate the outstanding balance
Subtract payments from total charges to show the amount still due. A clear balance line makes it obvious what the client owes without additional questions.
Frequently Asked Questions
Automate monthly statements from tracked project data in Teetrack
Start freeFrom scattered invoices to one clear statement.