Year-End Payment Summary Letter
One letter per customer with their annual total, payment count, and date range, from Stripe payment summaries.
Merge fields in this template
«CustomerName»«AddressLine1»«AddressLine2»«City»«State»«PostalCode»«Year»«TotalPaid»«Currency»«PaymentCount»«FirstPaymentDate»«LastPaymentDate»
Data source: Stripe payment summaries
How to use it well
- MergeNinja’s payment-summary dataset aggregates one row per customer per year (refunds netted out). Pick the year, sync, merge. Run it the first week of January.
[Your Company Name]
[Street address · City, State ZIP · phone · email]
[Date]
«CustomerName»
«AddressLine1»
«AddressLine2»
«City», «State» «PostalCode»
Dear «CustomerName»,
Here is your payment summary for «Year».
Total paid: «TotalPaid» «Currency» across «PaymentCount» payments, from «FirstPaymentDate» to «LastPaymentDate».
Please keep this statement for your records. If you need an itemized list of individual payments, contact us and we’ll provide one.
Thank you for your business this year.
Sincerely,
[Your name]
[Title · Your company]
Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.
Template questions
How do I use this template?
Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your Stripe payment summaries data.
What are the «fields» in the letter?
Real Word merge fields, named to match MergeNinja's Stripe payment summaries dataset exactly. Connect read-only, sync, and every field fills in with live data. No renaming needed.
Can I change the wording and formatting?
Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.
Is the download really free?
Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.
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