Account statement
Pack 01 · SaaS billing · A4
A long-form customer account statement built to remain legible across pages. The running balance, event references and reconciliation note make it useful for both accounts receivable and customer finance teams.
- Multi-page, repeating ledger header
- Invoice, payment and credit entries
- Opening, movement and closing balances
- Statement hash for reconciliation
Example data
The data payload this template expects. Generate account statement PDFs by POSTing a shape like this to /v1/generate.
sample_data.json
{
"statement_number": "STM-FTM-2026-H1",
"currency": "USD",
"company": {
"name": "Arcwell"
},
"customer": {
"company": "Fathom Research",
"account_id": "acct_FTM_0184"
},
"period": {
"label": "Jan-Jun 2026",
"start": "2026-01-01",
"end": "2026-06-30"
},
"opening_balance": 1260,
"total_invoiced": 26069.760000000002,
"total_settled": 23324.800000000003,
"closing_balance": 4004.96,
"net_movement": 2744.96,
"transactions": [
{
"date": "2026-01-02",
"reference": "INV-4820",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 4100
},
{
"date": "2026-01-08",
"reference": "PMT-4831",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 1260
},
{
"date": "2026-01-14",
"reference": "INV-4842",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 1678.72
},
{
"date": "2026-01-20",
"reference": "PMT-4853",
"description": "Service credit",
"detail": "Availability SLA",
"debit": null,
"credit": 86.4,
"balance": 1592.32
},
{
"date": "2026-01-26",
"reference": "INV-4864",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 4432.32
},
{
"date": "2026-02-01",
"reference": "PMT-4875",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 1592.32
},
{
"date": "2026-02-06",
"reference": "INV-4886",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 2011.04
},
{
"date": "2026-02-12",
"reference": "PMT-4897",
"description": "Service credit",
"detail": "Availability SLA",
"debit": null,
"credit": 86.4,
"balance": 1924.64
},
{
"date": "2026-02-18",
"reference": "INV-4908",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 4764.64
},
{
"date": "2026-02-24",
"reference": "PMT-4919",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 1924.64
},
{
"date": "2026-03-02",
"reference": "INV-4930",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 2343.36
},
{
"date": "2026-03-08",
"reference": "PMT-4941",
"description": "Service credit",
"detail": "Availability SLA",
"debit": null,
"credit": 86.4,
"balance": 2256.96
},
{
"date": "2026-03-14",
"reference": "INV-4952",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 5096.96
},
{
"date": "2026-03-20",
"reference": "PMT-4963",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 2256.96
},
{
"date": "2026-03-26",
"reference": "INV-4974",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 2675.68
},
{
"date": "2026-04-01",
"reference": "PMT-4985",
"description": "Service credit",
"detail": "Availability SLA",
"debit": null,
"credit": 86.4,
"balance": 2589.28
},
{
"date": "2026-04-06",
"reference": "INV-4996",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 5429.28
},
{
"date": "2026-04-12",
"reference": "PMT-5007",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 2589.28
},
{
"date": "2026-04-18",
"reference": "INV-5018",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 3008
},
{
"date": "2026-04-24",
"reference": "PMT-5029",
"description": "Service credit",
"detail": "Availability SLA",
"debit": null,
"credit": 86.4,
"balance": 2921.6
},
{
"date": "2026-04-30",
"reference": "INV-5040",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 5761.6
},
{
"date": "2026-05-06",
"reference": "PMT-5051",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 2921.6
},
{
"date": "2026-05-12",
"reference": "INV-5062",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 3340.32
},
{
"date": "2026-05-18",
"reference": "PMT-5073",
"description": "Service credit",
"detail": "Availability SLA",
"debit": null,
"credit": 86.4,
"balance": 3253.92
},
{
"date": "2026-05-24",
"reference": "INV-5084",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 6093.92
},
{
"date": "2026-05-30",
"reference": "PMT-5095",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 3253.92
},
{
"date": "2026-06-04",
"reference": "INV-5106",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 3672.64
},
{
"date": "2026-06-10",
"reference": "PMT-5117",
"description": "Service credit",
"detail": "Availability SLA",
"debit": null,
"credit": 86.4,
"balance": 3586.24
},
{
"date": "2026-06-16",
"reference": "INV-5128",
"description": "Invoice issued",
"detail": "Core plan + seats",
"debit": 2840,
"credit": null,
"balance": 6426.24
},
{
"date": "2026-06-22",
"reference": "PMT-5139",
"description": "Payment received",
"detail": "Visa ending 1842",
"debit": null,
"credit": 2840,
"balance": 3586.24
},
{
"date": "2026-06-28",
"reference": "INV-5150",
"description": "Usage invoice",
"detail": "Document overage",
"debit": 418.72,
"credit": null,
"balance": 4004.96
}
],
"reconciliation_note": "Please quote the statement number when querying an entry. Credits appear in the period in which they were posted.",
"statement_hash": "b7c1f4a8:01J2X0"
}generate.sh
curl -X POST https://doclinth.com/v1/generate \
-H "Authorization: Bearer dl_live_YOUR_KEY" \
-H "Content-Type: application/json" \
-d '{"template_id":"YOUR_TEMPLATE_ID","data":{"statement_number":"STM-FTM-2026-H1","currency":"USD","company":{"name":"Arcwell"},"customer":{"company":"Fathom Research","account_id":"acct_FTM_0184"},"period":{"label":"Jan-Jun 2026","start":"2026-01-01","end":"2026-06-30"},"opening_balance":1260,"total_invoiced":26069.760000000002,"total_settled":23324.800000000003,"closing_balance":4004.96,"net_movement":2744.96,"transactions":[{"date":"2026-01-02","reference":"INV-4820","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":4100},{"date":"2026-01-08","reference":"PMT-4831","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":1260},{"date":"2026-01-14","reference":"INV-4842","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":1678.72},{"date":"2026-01-20","reference":"PMT-4853","description":"Service credit","detail":"Availability SLA","debit":null,"credit":86.4,"balance":1592.32},{"date":"2026-01-26","reference":"INV-4864","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":4432.32},{"date":"2026-02-01","reference":"PMT-4875","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":1592.32},{"date":"2026-02-06","reference":"INV-4886","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":2011.04},{"date":"2026-02-12","reference":"PMT-4897","description":"Service credit","detail":"Availability SLA","debit":null,"credit":86.4,"balance":1924.64},{"date":"2026-02-18","reference":"INV-4908","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":4764.64},{"date":"2026-02-24","reference":"PMT-4919","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":1924.64},{"date":"2026-03-02","reference":"INV-4930","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":2343.36},{"date":"2026-03-08","reference":"PMT-4941","description":"Service credit","detail":"Availability SLA","debit":null,"credit":86.4,"balance":2256.96},{"date":"2026-03-14","reference":"INV-4952","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":5096.96},{"date":"2026-03-20","reference":"PMT-4963","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":2256.96},{"date":"2026-03-26","reference":"INV-4974","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":2675.68},{"date":"2026-04-01","reference":"PMT-4985","description":"Service credit","detail":"Availability SLA","debit":null,"credit":86.4,"balance":2589.28},{"date":"2026-04-06","reference":"INV-4996","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":5429.28},{"date":"2026-04-12","reference":"PMT-5007","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":2589.28},{"date":"2026-04-18","reference":"INV-5018","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":3008},{"date":"2026-04-24","reference":"PMT-5029","description":"Service credit","detail":"Availability SLA","debit":null,"credit":86.4,"balance":2921.6},{"date":"2026-04-30","reference":"INV-5040","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":5761.6},{"date":"2026-05-06","reference":"PMT-5051","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":2921.6},{"date":"2026-05-12","reference":"INV-5062","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":3340.32},{"date":"2026-05-18","reference":"PMT-5073","description":"Service credit","detail":"Availability SLA","debit":null,"credit":86.4,"balance":3253.92},{"date":"2026-05-24","reference":"INV-5084","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":6093.92},{"date":"2026-05-30","reference":"PMT-5095","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":3253.92},{"date":"2026-06-04","reference":"INV-5106","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":3672.64},{"date":"2026-06-10","reference":"PMT-5117","description":"Service credit","detail":"Availability SLA","debit":null,"credit":86.4,"balance":3586.24},{"date":"2026-06-16","reference":"INV-5128","description":"Invoice issued","detail":"Core plan + seats","debit":2840,"credit":null,"balance":6426.24},{"date":"2026-06-22","reference":"PMT-5139","description":"Payment received","detail":"Visa ending 1842","debit":null,"credit":2840,"balance":3586.24},{"date":"2026-06-28","reference":"INV-5150","description":"Usage invoice","detail":"Document overage","debit":418.72,"credit":null,"balance":4004.96}],"reconciliation_note":"Please quote the statement number when querying an entry. Credits appear in the period in which they were posted.","statement_hash":"b7c1f4a8:01J2X0"}}'Sign up to seed this template and get its template_id.
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