Statement of Account Template

Statement of Account - Sole Trader - Logo Version

TR.SA.03L
This Logo - Sole Trader, Statement of Account is set up to enable a sole trader’s company logo and address to be inserted in the top left corner of the Statement.

The template is an additional version of the Statement of Account Standard Format which has been converted to an Excel document to enable automatic calculations to be incorporated without the use of macros.

This template provides all the details of the outstanding balance - invoice/receipt dates, invoice/receipt numbers and details, amounts, cumulative balance and an ageing analysis. Payment terms can be selected as either "30 days" or "On Invoice".

This document is locked and in fixed field/cell format. Simply use TAB, arrows or ENTER to navigate from one field to the next and SHIFT + TAB or arrows to go back. Alternatively, use the mouse to click from one field to the next.

If you wish to modify the template first remove protection using the Unprotect Sheet command (Tools menu, Protection submenu). This template is not password protected.
Top