Invoice Statement Request Email Template

Requesting an invoice statement can keep everyone aligned, especially when multiple invoices or payments are outstanding. Use this template when you need clarity on outstanding balances or recent payment records from your client’s finance team.

Generate free preview

Starter

$39

One-time payment for a basic reminder pack.

Generate base pack

Pro

$89

Full multi-email sequence plus templates and variations.

Generate an overdue reminder pack

When to use / when to send

Checklist / what to include

Specify the period or invoice numbers in question
Ask for unapplied credits or recent payments
Provide your account reference or client ID
Request a PDF or official statement
Contact info for follow-up

How to use

Copy/paste template

Hi {{Name}},

Could you please provide an up-to-date statement for our account, including all outstanding and recently settled invoices? If possible, please include invoice numbers and payments from the last {{StatementPeriod}}.

Our account reference is {{AccountNumber}}.

If there are any credits or adjustments applied, please detail those as well.

Let me know if you need additional info, and thanks in advance for your help.

Regards,
{{YourName}}
{{Company}}
{{Phone}}

Follow-up plan + common mistakes

Reply with clarifications if the statement doesn’t match your records
If no response in 48 hours, resend the request highlighting urgency
Attach an example of a previous statement if they need a format
Don’t ask for statements too frequently; batch requests if possible
Verify with your own records before following up on missing payments

FAQ

It helps reconcile accounts, catch missing payments, and resolve disputes with clarity. Especially useful if multiple items are outstanding.