WorkflowMax Customer Statement
A polished account summary that helps customers understand what is outstanding.
Give customers a clean view of account activity with a statement that highlights the total invoiced, payments received and balance due. The invoice activity table supports faster reconciliation, while payment details and a helpful query prompt reduce back-and-forth.
KEY FEATURES
· Statement date, customer and account fields
· Invoice activity table with paid and due amounts
· Prominent balance summary
· Payment information and query guidance
Choose the option that suits you
BUY THE TEMPLATE
Immediate DOCX download. Add your logo and edit any wording that is not controlled by a WorkflowMax merge field.
Best for confident DIY setup.
REQUEST THE FULL SERVICE - Request a Quote
We personalise the design, map the merge fields, refine your wording and deliver a tailored template ready for your WorkflowMax setup.
Best for a fully branded, professionally configured result.