Billing Statement Form Template for Saudi Arabia

The Billing Statement Form is a essential commercial document used in Saudi Arabia to formally communicate financial obligations between businesses and their customers. It must comply with the Kingdom's VAT legislation implemented in 2018, ZATCA regulations, and various commercial documentation requirements. The form serves multiple purposes: it provides a detailed breakdown of charges, documents VAT calculations, establishes payment terms, and serves as an official record for both accounting and tax purposes. This document is particularly important in the Saudi Arabian context due to strict regulatory requirements for business documentation, including the need for bilingual presentation (Arabic and English) and specific tax-related disclosures. The Billing Statement Form should be used for regular billing cycles, whether monthly, quarterly, or as per agreed terms, and must include all mandatory fields as prescribed by Saudi authorities.

1. Header Information: Company details including legal name, CR number, VAT registration number, and contact information

2. Customer Information: Recipients details including name, address, VAT number (if applicable), and customer account number

3. Statement Details: Statement number, date, billing period, and payment due date

4. Previous Balance Summary: Opening balance, previous payments received, and carried forward amount

5. Current Charges: Detailed breakdown of new charges, including description, quantity, unit price, and total amount

6. Tax Calculations: VAT calculations and other applicable taxes as per Saudi regulations

7. Total Amount Due: Final payable amount including current charges, previous balance, and taxes

8. Payment Instructions: Bank account details, accepted payment methods, and payment terms

9. Legal Declarations: Required statements about tax compliance and document authenticity as per Saudi law