Customer Account Statement Template for Excel CAST 1

Customer Account Statement Template for Excel can be a real help when sending monthly statements to your customers.

The template can be customized to the requirements of just about any service provider or product selling business needs.

Personalize this template to your business: You can download this template and customize it with your business name, logo, business address and contact details. After you have done it you will need to save your it as a template in "My Documents" folder on in any folder on your computer that makes you fill more comfortable.

Make sure you've saved your template as .xlt file, this will prevent it from Auto Saving once you start updating your template with new customer details and will ask you to save it as a new document each time you need to save it.

Preparing Statement for new customer is really easy: open your saved template and update it with your new customer details, do not forget to assign the statement number to it and your new customer ID. Save your file in the folder on your computer with new name. I would recommend to use the customer ID number as a name of the saved statement, this will help you to keep track of your statements.