100% free. No account, small footer credit only, no catch.

Free statement of account generator for South African businesses

Add the opening balance, invoices, payments and credit notes. Get the running balance, closing balance and ageing, then download the PDF.

Create your statement

Works on your phone, tablet, or computer. Nothing to install.

How to create a free statement of account online

Three steps, no signup required.

Add your details and the period

Enter your business and client details, the statement period, and the balance the client owed at the start of it.

List the transactions

Add each invoice, payment and credit note with its date, reference and amount. The running balance, closing balance and ageing update as you type.

Download the PDF

Download a clean PDF statement ready to email or share on WhatsApp. No account needed, just a small Rebill line in the footer.

What is a statement of account?

A statement of account is a summary of one client’s account over a period. It starts with the balance they owed at the beginning, lists every invoice you issued and every payment and credit you received, and ends with what they owe now. An invoice asks for payment for one job; a statement shows the whole position, so clients with several invoices, and their bookkeepers, can settle in one go.

It is not a tax invoice, SARS does not prescribe its layout, and it cannot be used to claim input VAT. For a worked example and the difference from a SARS statement of account, read our guide to statements of account in South Africa.

What a statement of account must show

A clear statement lets the client check every line against their own records. The generator covers each of these:

Your business name and contact details, and your client’s name and contact details
The statement period, from and to, and the date the closing balance is as at
The opening balance brought forward from before the period
Every invoice issued in the period, with its date, number and amount
Every payment received and every credit note issued, with dates and references
A running balance after each line, and the closing balance the client owes now
An ageing summary: current, 30, 60 and 90 days and older
Your banking details so the client can settle by EFT

Statement of account vs invoice

	Invoice	Statement of account
Covers	One sale or job	Every transaction on the account in a period
Purpose	Asks for payment	Shows the account position
Shows payments received	No	Yes, with a running balance
Supports an input VAT claim	Yes, if it is a tax invoice	No
Sets the due date	Yes	No, each invoice keeps its own
When it is sent	When the work is done	Month end, or on request

Need an invoice rather than a statement? Use the free invoice generator.

When to send a statement of account

At month end. Most South African businesses pay suppliers in a monthly run. A statement that arrives just before it gives the accounts team one document to pay from instead of several invoices.

When more than one invoice is overdue. One statement showing the total and how old each amount is gets more attention than a string of separate reminders.

At the end of a project. A closing statement confirms the account is settled, or shows exactly what is still open.

When a client or their bookkeeper asks. Larger clients reconcile supplier accounts every month and will request one.

When is the free generator enough?

The generator suits a once-off statement: a client who asked for one, or an account you keep in a spreadsheet. You type the transactions, and it does the running balance and ageing for you.

If you send statements every month, typing them out gets old fast. On every Rebill plan, including free, client statements are built for any period from the invoices and payments you already record, with the balance brought forward calculated for you. Add your logo, email the statement with the PDF attached, or let the client download it from their client portal. See what each plan includes on the pricing page.

Frequently asked questions

Everything you need to know about the free statement of account generator.

Is the statement of account generator really free?

Yes. It needs no account and no credit card, and there is no usage limit. Build and download as many PDF statements as you need at no cost. The PDF carries a small Rebill line in the footer and nothing else.

Do I need to create an account?

No. You can build and download a statement without signing up. A free Rebill account is optional: it builds statements for any period straight from the invoices and payments you record, and lets you email them to your client.

Is my data stored anywhere?

No. The statement is built in your browser and the PDF is created on your device. Nothing you type is sent to a server.

How is the ageing summary worked out?

Payments and credit notes are applied to the oldest amount owed first, starting with the opening balance. Whatever is still unpaid is aged from its invoice date to the statement end date: under 30 days is current, then 30, 60 and 90 days and older. The four figures always add up to the closing balance.

What if my client paid more than they owed?

The closing balance shows as a credit, marked CR, and the ageing summary shows the credit against current. You can also enter an opening balance with a minus sign if the client started the period in credit.

Can I use a statement of account instead of an invoice?

No. A statement summarises the account. Your client still needs each invoice, and a VAT-registered client needs your tax invoices to claim input VAT. A statement cannot be used for that.

Can I add my logo or send the statement from the generator?

The generator makes a plain PDF that you download and send yourself. In a free Rebill account, statements carry your logo and an as-at date, and you can email them to the client or let the client download their own from the client portal.

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