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Document template · generic.business.statement_of_account

Statement of Account

  • Render-verified
  • Commercial
  • Version 1.0.0

Country-agnostic statement of account: period activity on the customer's ledger with running balance and aged analysis. Classic credit-management tool, commonly referenced when invoking statutory late-payment interest (Dir. 2011/7/EU for EU callers).

JSON Schema

Fields in this template

Data sent to the API is validated against the template’s JSON Schema before anything is rendered. This template defines 34 fields:

Field Required Type Description
issuer Required object
issuer.name Required string
issuer.address Required string
issuer.vat_id Optional string
issuer.contact_email Required string
customer Required object
customer.name Required string
customer.address Required string
customer.account_number Optional string
customer.vat_id Optional string
period Required object
period.from Required date
period.to Required date
opening_balance Required number
lines Required array of object
lines[].date Required date
lines[].document_type Required enum
lines[].reference Required string
lines[].description Optional string
lines[].amount Required number Signed amount: positive increases the customer's balance owed (invoice/adjustment debit), negative decreases it (credit note/payment).
lines[].balance Required number Running balance after this line.
closing_balance Required number
aged_balances Required object
aged_balances.current Required number
aged_balances.days_1_30 Required number
aged_balances.days_31_60 Required number
aged_balances.days_61_90 Required number
aged_balances.over_90 Required number
currency Required string ISO 4217 code.
notes Optional string

+4 more fields — the full JSON Schema is available in the dashboard and via the API.

POST /render

Generate it

One POST /render call: send your JSON, get the finished PDF back. Or skip the JSON entirely and describe the document in plain language on chut.app.

curl
curl -X POST https://api.papii.eu/render \
  -H "X-API-Key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "template": "generic.business.statement_of_account",
    "data": { ... },
    "options": {"language": "en"}
  }' -o statement-of-account.pdf

Frequently asked questions

What is “Statement of Account”?

Country-agnostic statement of account: period activity on the customer's ledger with running balance and aged analysis. Classic credit-management tool, commonly referenced when invoking statutory late-payment interest (Dir. 2011/7/EU for EU callers). On papii this document is available as template generic.business.statement_of_account: a JSON Schema plus a deterministic PDF renderer, so the same data always produces the same document.

Can I generate a Statement of Account with AI?

Yes. chut.app — the AI back office papii powers — fills this template from a plain-language description: you describe the document in one sentence, the AI structures the data, papii validates it against the schema and renders the PDF. Developers can also call the papii API directly with structured JSON.

Is the Statement of Account template legally compliant?

This template is render-verified: its schema, sample data and PDF output are automatically tested on every release. It is published with status “ready”, meaning it has not yet been through papii’s final legal review. Where it references specific legislation, that is stated in the template description — always have a professional check documents with legal effect before relying on them.