Finance

Statement of account PDF generator API

A customer statement with opening and closing balances, every invoice and payment, and an aging summary.

Give customers a clear picture of what they owe. This statement lists every invoice and payment in the period with a running balance, summary boxes for the opening balance, invoiced amount, payments and balance due, and an aging breakdown.

Pull the data from your accounting system and send every customer a statement at month end with one API call each.

Generate a Statement of Account PDF via the API

POST your data to /api/v1/generate and get a PDF back. Copy-paste an example, swap in your API key, and loop over a list to render thousands — one statement of account per record.

curl -X POST https://pdfgen.com/api/v1/generate \
  -H "Authorization: Bearer pdfg_live_xxx" \
  -H "Content-Type: application/json" \
  -d '{
    "html": "<div style=\"max-width:780px;margin:0 auto;padding:44px;font-family:-apple-system,BlinkMacSystemFont,Segoe UI,Roboto,Helvetica,Arial,sans-serif;color:#111827;font-size:13px;\">\n  <div style=\"display:flex;justify-content:space-between;align-items:flex-start;margin-bottom:26px;\">\n    <div>\n      <h1 style=\"font-size:22px;font-weight:800;margin:0;\">{{company.name}}</h1>\n      <p style=\"margin:4px 0 0;font-size:12px;color:#6b7280;white-space:pre-line;\">{{company.address}}</p>\n    </div>\n    <div style=\"text-align:right;\">\n      <h2 style=\"font-size:20px;font-weight:800;letter-spacing:1px;margin:0;color:#0369a1;\">STATEMENT OF ACCOUNT</h2>\n      <p style=\"margin:6px 0 0;color:#6b7280;\">{{formatDate periodStart}} – {{formatDate periodEnd}}</p>\n    </div>\n  </div>\n  <div style=\"display:flex;justify-content:space-between;margin-bottom:20px;\">\n    <div>\n      <p style=\"font-size:11px;text-transform:uppercase;letter-spacing:1.5px;color:#9ca3af;font-weight:700;margin:0 0 8px;\">Customer</p>\n      <p style=\"margin:0;font-weight:700;\">{{customer.name}}</p>\n      <p style=\"margin:2px 0 0;color:#6b7280;white-space:pre-line;\">{{customer.address}}</p>\n    </div>\n    <div style=\"text-align:right;color:#6b7280;\">\n      <p style=\"margin:0;\">Account <strong style=\"color:#111827;\">{{accountNumber}}</strong></p>\n      <p style=\"margin:2px 0 0;\">Statement date <strong style=\"color:#111827;\">{{formatDate statementDate}}</strong></p>\n    </div>\n  </div>\n  <div style=\"display:flex;gap:10px;margin-bottom:22px;\">\n    <div style=\"flex:1;background:#f9fafb;border-radius:8px;padding:12px;\"><p style=\"margin:0;font-size:11px;color:#6b7280;\">Opening balance</p><p style=\"margin:4px 0 0;font-size:16px;font-weight:700;\">{{formatCurrency openingBalance currency}}</p></div>\n    <div style=\"flex:1;background:#f9fafb;border-radius:8px;padding:12px;\"><p style=\"margin:0;font-size:11px;color:#6b7280;\">Invoiced</p><p style=\"margin:4px 0 0;font-size:16px;font-weight:700;\">{{formatCurrency invoiced currency}}</p></div>\n    <div style=\"flex:1;background:#f9fafb;border-radius:8px;padding:12px;\"><p style=\"margin:0;font-size:11px;color:#6b7280;\">Payments</p><p style=\"margin:4px 0 0;font-size:16px;font-weight:700;\">{{formatCurrency payments currency}}</p></div>\n    <div style=\"flex:1;background:#0369a1;color:#fff;border-radius:8px;padding:12px;\"><p style=\"margin:0;font-size:11px;opacity:.85;\">Balance due</p><p style=\"margin:4px 0 0;font-size:16px;font-weight:800;\">{{formatCurrency balanceDue currency}}</p></div>\n  </div>\n  <table style=\"width:100%;border-collapse:collapse;font-size:inherit;line-height:inherit;\">\n    <thead>\n      <tr style=\"text-align:left;border-bottom:2px solid #e5e7eb;\">\n        <th style=\"padding:8px 6px;\">Date</th>\n        <th style=\"padding:8px 6px;\">Reference</th>\n        <th style=\"padding:8px 6px;\">Description</th>\n        <th style=\"padding:8px 6px;text-align:right;\">Debit</th>\n        <th style=\"padding:8px 6px;text-align:right;\">Credit</th>\n        <th style=\"padding:8px 6px;text-align:right;\">Balance</th>\n      </tr>\n    </thead>\n    <tbody>\n      {{#each transactions}}\n      <tr>\n        <td style=\"padding:8px 6px;border-bottom:1px solid #f3f4f6;white-space:nowrap;\">{{formatDate date}}</td>\n        <td style=\"padding:8px 6px;border-bottom:1px solid #f3f4f6;font-family:monospace;color:#6b7280;\">{{reference}}</td>\n        <td style=\"padding:8px 6px;border-bottom:1px solid #f3f4f6;\">{{description}}</td>\n        <td style=\"padding:8px 6px;border-bottom:1px solid #f3f4f6;text-align:right;\">{{formatCurrency debit ../currency}}</td>\n        <td style=\"padding:8px 6px;border-bottom:1px solid #f3f4f6;text-align:right;color:#15803d;\">{{formatCurrency credit ../currency}}</td>\n        <td style=\"padding:8px 6px;border-bottom:1px solid #f3f4f6;text-align:right;font-weight:600;\">{{formatCurrency balance ../currency}}</td>\n      </tr>\n      {{/each}}\n    </tbody>\n  </table>\n  <p style=\"font-size:11px;text-transform:uppercase;letter-spacing:1.5px;color:#9ca3af;font-weight:700;margin:0 0 8px;margin-top:24px;\">Aging</p>\n  <table style=\"width:100%;border-collapse:collapse;text-align:center;font-size:inherit;line-height:inherit;\">\n    <tr style=\"color:#6b7280;font-size:11px;\"><td style=\"padding:6px;border:1px solid #e5e7eb;\">Current</td><td style=\"padding:6px;border:1px solid #e5e7eb;\">1–30 days</td><td style=\"padding:6px;border:1px solid #e5e7eb;\">31–60 days</td><td style=\"padding:6px;border:1px solid #e5e7eb;\">61–90 days</td><td style=\"padding:6px;border:1px solid #e5e7eb;\">90+ days</td></tr>\n    <tr style=\"font-weight:600;\"><td style=\"padding:8px;border:1px solid #e5e7eb;\">{{formatCurrency aging.current currency}}</td><td style=\"padding:8px;border:1px solid #e5e7eb;\">{{formatCurrency aging.days30 currency}}</td><td style=\"padding:8px;border:1px solid #e5e7eb;\">{{formatCurrency aging.days60 currency}}</td><td style=\"padding:8px;border:1px solid #e5e7eb;\">{{formatCurrency aging.days90 currency}}</td><td style=\"padding:8px;border:1px solid #e5e7eb;\">{{formatCurrency aging.over90 currency}}</td></tr>\n  </table>\n  <p style=\"margin:22px 0 0;font-size:12px;color:#6b7280;\">{{note}}</p>\n</div>",
    "engine": "handlebars",
    "format": "A4",
    "data": {
      "company": {
        "name": "Northwind Studio",
        "address": "120 Market St\nSan Francisco, CA 94103"
      },
      "customer": {
        "name": "Acme Corp",
        "address": "88 Industrial Way\nAustin, TX 78701"
      },
      "accountNumber": "ACME-0042",
      "statementDate": "2026-10-31",
      "periodStart": "2026-10-01",
      "periodEnd": "2026-10-31",
      "currency": "USD",
      "openingBalance": 4200,
      "invoiced": 9650,
      "payments": 7200,
      "balanceDue": 6650,
      "transactions": [
        {
          "date": "2026-10-01",
          "reference": "BAL",
          "description": "Opening balance",
          "balance": 4200
        },
        {
          "date": "2026-10-03",
          "reference": "INV-2026-019",
          "description": "Website maintenance, October",
          "debit": 1200,
          "balance": 5400
        },
        {
          "date": "2026-10-08",
          "reference": "PAY-8812",
          "description": "Payment received, thank you",
          "credit": 4200,
          "balance": 1200
        },
        {
          "date": "2026-10-14",
          "reference": "INV-2026-021",
          "description": "Brand refresh, phase 1",
          "debit": 6050,
          "balance": 7250
        },
        {
          "date": "2026-10-22",
          "reference": "PAY-8840",
          "description": "Payment received, thank you",
          "credit": 3000,
          "balance": 4250
        },
        {
          "date": "2026-10-28",
          "reference": "INV-2026-024",
          "description": "Hosting and support, Q4",
          "debit": 2400,
          "balance": 6650
        }
      ],
      "aging": {
        "current": 2400,
        "days30": 4250,
        "days60": 0,
        "days90": 0,
        "over90": 0
      },
      "note": "Please pay the balance due by November 14, 2026. Questions about this statement? Email billing@northwind.studio."
    }
  }' --output statement-of-account.pdf

Working in another language? Follow a full guide for your stack:

Node.jsNext.jsReactPythonDjangoRuby on RailsLaravelPHPGo

What you can build

  • Sending monthly statements to all customers automatically
  • Chasing overdue balances with a clear aging summary
  • Wholesalers and distributors with many open invoices per customer
  • Agencies reconciling retainers and payments with clients

Frequently asked questions

Where does the data come from?
Any system that has invoices and payments — your accounting tool, billing database or ERP. Pass the transactions and totals as JSON.
Can it show the aging of overdue amounts?
Yes — the aging table shows current, 1–30, 31–60, 61–90 and 90+ day buckets from the values you pass.
Can I send statements on a schedule?
Yes — run a monthly job (or a Zapier / Make schedule) that calls /api/v1/generate for each customer and emails the PDF.

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Ship your statement of account PDF endpoint today

Generate this template with AI, tweak it to match your brand, then render at scale with a single API call — no headless browsers to babysit.