# Annual statement email template

> Explore this annual statement email template for technology and software. Preview its status, three key details, and next action.

Source: https://design.moosewave.com/templates/annual-statement-email-template/

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Transactional Billing & payments

# Annual statement email template

A once-a-year summary of everything paid and received.
Illustrative example. Replace the fictional sender, dates, amounts, locations, and account details before use.
**Best for**
: A once-a-year summary of everything paid and received
**Structure**
: State or event context · Plain-language explanation · Three labelled facts
**Style**
: signal · newsprint
**Industry fit**
: Technology & software
Responsive design preview

## See the message before you make it yours.

Compare the desktop and mobile compositions, or unfold the full design. The complete starting copy remains readable below.
Want to change the copy and style?

## Try one of the editable browser templates.

This page is a read-only reference. The five hands-on studios let you edit a local preview, compare desktop and mobile, and review every change before continuing.
Message anatomy

## A useful starting point, with the important parts named.

Twenty-three payments, two refunds, and the fees on each. Most people use it for a tax return, so the layout follows that need.

### What you can change

- Brand name
- Subject line
- Preheader
- Eyebrow
- Headline
- Supporting copy
- Primary action label
- Primary action URL

### What to keep clear

- State or event context
- Plain-language explanation
- Three labelled facts
- Primary and secondary action
- Support or privacy footer
Complete starting copy

## Read it as text, not only as a picture.

**From**
: Sixpenny Statements
**Subject**
: Your year with us, in figures
**Preheader**
: Everything paid, everything refunded, one page.
Annual statement

### Twelve months on a single page

Twenty-three payments, two refunds, and the fees on each. Most people use it for a tax return, so the layout follows that need.

#### Payments

23

#### Refunds

2

#### Net paid

£2,116.40
Moosewave MCP

## Give an agent the structure, the job, and a stopping point.

The brief asks for a new draft and stops before send.

**Read the complete brief**
Connected work

## Take the design beyond the canvas.

Keep exploring

## Related transactional templates

[001 Transactional Open preview ↗ Billing & payments Billing address changed An address update that affects tax treatment Technology & software](/templates/billing-address-changed-email-template/)
[002 Transactional Open preview ↗ Billing & payments Goodwill credit applied A credit applied after a service problem, without being asked Technology & software](/templates/goodwill-credit-applied-email-template/)
[003 Transactional Open preview ↗ Billing & payments Overpayment returned An accidental double payment refunded without being asked Technology & software](/templates/overpayment-returned-email-template/)
[004 Transactional Open preview ↗ Billing & payments Payment plan offered An instalment arrangement offered to an account in difficulty Technology & software](/templates/payment-plan-offered-email-template/)
