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TransactionalBilling & payments

Annual statement email template

A once-a-year summary of everything paid and received.

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Illustrative example. Replace the fictional sender, dates, amounts, locations, and account details before use.

Responsive design preview

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Compare the desktop and mobile compositions, or unfold the full design. The complete starting copy remains readable below.

Annual statementIllustrative preview
Annual statement email template preview

Auto follows your screen width. Scroll inside the frame to inspect the complete email.

A reviewed browser rendition of the annual statement structure. It is not a send receipt or an inbox-placement claim.

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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.

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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

  1. State or event context
  2. Plain-language explanation
  3. Three labelled facts
  4. Primary and secondary action
  5. Support or privacy footer

Complete starting copy

Read it as text, not only as a picture.

Sample details are fictional. Replace them with reviewed customer and event data before use.
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

Download the statementGet last year's too
Statements for every year you have been with us are available without asking, including years before this format existed.

Moosewave MCP

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

A compatible MCP app can inspect this reference and create a separate workspace draft when it has permission. The brief cannot send.

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

Read the complete brief

Connected work

Take the design beyond the canvas.

Transactional email APIConnect the message to a real product event and keep its outcome visible.IntegrationsCarry the right customer and event context into the draft.SecurityKeep account, access, and recovery boundaries explicit.MCP for agentsAdapt presentation without quietly changing the event being explained.

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