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Customer Statement of Account
 | Date: September 2010 Type: Financial Model Format: Excel Document Size: 37 KB Pages: NULL |  Registration required. Read Our Terms of Use |
This Excel spreadsheet is a template for tracking an individual customer's purchases, credits, and account balance by line item. Developing an account tracking system - and keeping it current - is an essential part of your entire finance and accounting system. This spreadsheet enables you to see the account transaction history with summary in a quick and easy to read format.
Benefits
Using this tool, you will be able to better manage your individual customer relationships, identify potential opportunities to increase sales, and uncover ways to reduce credits.
Time ROI
It takes on average 2 hours to create a spreadsheet to track individual transactions by customer. By using this tool, you will save approximately 1.5 hours by since all you will have to do is the customer name and then each purchase or credit as they occur.
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