Free Customer Statement of Account Generator Online India (PDF)

Prepare one clear summary for a customer with several invoices and payments. Add dated transactions, review the running balance and print or save your statement as a PDF. No account is required.

No signup. Details stay in this page's memory and are not uploaded or saved. Download or print the result before leaving.

Business, customer and period

Your business name Customer name Period start Period end Opening balance (INR) Opening balance typeCustomer owes youCustomer has a credit

Opening balance is the agreed balance immediately before the period starts. Do not add those earlier invoices again. This is a dated transaction statement, not an invoice-level payment allocation.

Generate / update statement

Add a transaction

Date TypeInvoice — increases balancePayment received — reduces balanceCredit adjustment — reduces balanceDebit adjustment — increases balance Invoice / payment / adjustment reference Amount (INR)

Enter each receipt separately, not cumulative receipts. Include tax in invoice totals. Adjustments must have a supporting record; this tool does not determine their tax treatment.

Add transaction

Transactions entered — up to 100

Date	Type / reference	Amount	Action

Print / save as PDFExport statement CSV

Generate the statement after adding transactions. Editing anything hides the previous preview until you generate it again. In the print dialog, choose Save as PDF and turn off browser headers and footers. CSV is a report, not an import backup.

How to prepare a customer statement

1. Enter your business, customer and statement period.
2. Enter the balance immediately before the start date. Choose customer credit if you already owe the customer that amount.
3. Add invoices at their full value including tax, individual payments received and any supported debit or credit adjustments. Use a separate reference for each receipt.
4. Generate the statement. Transactions are sorted by date; transactions on the same day retain their entry order.
5. Check the balance against your records, then print, save as PDF or export the CSV report.

A worked statement example

With no opening balance, an invoice of ₹29,500 followed by receipts of ₹10,000 and ₹5,000 leaves ₹14,500 owed. A supported credit adjustment of ₹500 would reduce that balance to ₹14,000. Record the adjustment separately from money received.

Statement of account versus invoice

An invoice requests payment for a particular supply. A statement summarises account activity over a period. This tool does not issue tax invoices, verify receipts, allocate payments to individual invoices or determine whether a tax adjustment is valid. Negative running balances indicate customer credit, not an amount to chase.

What happens to my data?

Entries are processed in your browser and held only in this page's memory. Refreshing or closing the page loses them. Downloaded files remain on your device. The CSV is a report and cannot be imported into this tool. Analytics is disabled in this page's source; normal page requests still reach the host.

Continue with your customer records

Use the invoice payment tracker for individual outstanding invoices and ageing. Prepare accompanying wording with the payment reminder generator, or read how to track partial payments. To keep business records across visits, start a free Lekhiva account; statement entries are not transferred automatically.