Build a Statement — Guides — Documents

Overview

Account statements summarize financial activity over a period — used by banks, SaaS billing, and service providers. This guide covers the layout for a monthly or quarterly statement.

Page Setup

Size: A4 or US Letter
Orientation: Portrait
Margins: 50px top/bottom, 45px sides
Multi-page: Enable for long transaction lists

Company logo and name — top-left
"Account Statement" — 18px bold, right-aligned
Statement period: periodStart to periodEnd
Statement date: statementDate

Account Information

Field Key	Description
`accountHolder`	Customer name
`accountNumber`	Account or customer ID
`address`	Customer address

Summary Box

A highlighted box showing totals at a glance:

openingBalance — Balance at period start
totalCharges — Sum of charges
totalPayments — Sum of payments
closingBalance — Balance at period end (bold, larger)

Visual Emphasis

Use a light gray or blue background on the summary box to make the closing balance stand out from the transaction detail.

Transactions Table

A table bound to a transactions array:

Column	Field Key	Alignment
Date	`date`	Left
Description	`description`	Left
Reference	`reference`	Left
Debit	`debit`	Right
Credit	`credit`	Right
Balance	`balance`	Right

Sample API Data

Generate Request Data

{
  "templateId": "tmpl_statement",
  "data": {
    "accountHolder": "Alice Johnson",
    "accountNumber": "ACCT-2025-0042",
    "address": "123 Main Street, New York, NY 10001",
    "periodStart": "January 1, 2025",
    "periodEnd": "January 31, 2025",
    "statementDate": "February 1, 2025",
    "openingBalance": "$1,250.00",
    "totalCharges": "$480.00",
    "totalPayments": "$300.00",
    "closingBalance": "$1,430.00",
    "transactions": [
      { "date": "Jan 3", "description": "Monthly subscription", "reference": "INV-1001", "debit": "$99.00", "credit": "", "balance": "$1,151.00" },
      { "date": "Jan 10", "description": "Payment received", "reference": "PAY-200", "debit": "", "credit": "$300.00", "balance": "$1,451.00" },
      { "date": "Jan 15", "description": "API overage charge", "reference": "INV-1002", "debit": "$81.00", "credit": "", "balance": "$1,370.00" },
      { "date": "Jan 28", "description": "Add-on: priority support", "reference": "INV-1003", "debit": "$300.00", "credit": "", "balance": "$1,070.00" }
    ]
  }
}

Next Steps

Invoice Template — One-time billing documents
Multi-Page Templates — Long transaction lists
Tables — Table formatting options

Building a Statement Template