Monthly account statement

An A4 customer account statement: an account summary calculated from the month's transactions, a ledger with debit, credit and running balance columns, an overdue notice that appears only when needed, an ageing breakdown and a detachable remittance slip.

A4 portraitLocale en-GBHTML + JinjaHeader & footer

Use this template View source

Opens Dynamic Document API with this template preloaded in a free workspace.

Template language features

Loops
Conditionals
Macros
Filters
Currency formatting
Date formatting
Repeating table headers
Header & footer
Page numbers

Filters such as format_currency and qrcode are described in the template language reference.

Variables

Derived from the sample data: 7 top-level fields, 43 paths in total. Send the same shape as data.

Path	Type	Example
supplier	object
supplier.name	string	"Harbridge Wholesale Foods Ltd"
supplier.address	string	"Units 3–5, Quarry Lane Business Park ⏎ Chester…"
supplier.phone	string	"+44 20 7946 0788"
supplier.email	string	"accounts@harbridge.example.com"
supplier.vat_id	string	"GB 246 1357 90"
customer	object
customer.name	string	"Figtree Corner Café"
customer.contact	string	"Rosa Delgado-Finch"
customer.address	string	"18 Market Row ⏎ Buxton SK17 6AE ⏎ United Kingd…"
customer.account_number	string	"FCC-0418"
customer.credit_limit	number	3500
statement	object
statement.number	string	"ST-2608-0418"
statement.date	date	"2026-09-01"
statement.period_start	date	"2026-08-01"
statement.period_end	date	"2026-08-31"
statement.currency	string	"GBP"
statement.payment_terms_days	number	30
statement.opening_balance	number	1284.6
transactions	array<object> · 8
transactions[].date	date	"2026-08-03"
transactions[].type	string	"invoice"
transactions[].reference	string	"INV-31015"
transactions[].details	string	"Weekly delivery: dry goods and dairy"
transactions[].debit	number	412.75
transactions[].credit	number	0
transactions[].balance	number	1697.35
aging	object
aging.current	number	1575.95
aging.days_1_30	number	600.4
aging.days_31_60	number	0
aging.days_61_90	number	0
aging.days_over_90	number	0
overdue_items	array<object> · 1
overdue_items[].reference	string	"INV-30902"
overdue_items[].date	date	"2026-07-22"
overdue_items[].amount	number	600.4
payment	object
payment.bank	string	"Calderside Bank"
payment.account_name	string	"Harbridge Wholesale Foods Ltd"
payment.iban	string	"GB00 EXMP 4012 3456 7890 12"
payment.bic	string	"EXMPGB21"

Sample data

Fictional records used for previews. Replace them with your own data when you call the API.

data.json

{
  "supplier": {
    "name": "Harbridge Wholesale Foods Ltd",
    "address": "Units 3–5, Quarry Lane Business Park\nChesterfield S41 9QD\nUnited Kingdom",
    "phone": "+44 20 7946 0788",
    "email": "accounts@harbridge.example.com",
    "vat_id": "GB 246 1357 90"
  },
  "customer": {
    "name": "Figtree Corner Café",
    "contact": "Rosa Delgado-Finch",
    "address": "18 Market Row\nBuxton SK17 6AE\nUnited Kingdom",
    "account_number": "FCC-0418",
    "credit_limit": 3500.0
  },
  "statement": {
    "number": "ST-2608-0418",
    "date": "2026-09-01",
    "period_start": "2026-08-01",
    "period_end": "2026-08-31",
    "currency": "GBP",
    "payment_terms_days": 30,
    "opening_balance": 1284.6
  },
  "transactions": [
    { "date": "2026-08-03", "type": "invoice", "reference": "INV-31015", "details": "Weekly delivery: dry goods and dairy", "debit": 412.75, "credit": 0, "balance": 1697.35 },
    { "date": "2026-08-06", "type": "payment", "reference": "PAY-7781", "details": "Bank transfer received for INV-30871", "debit": 0, "credit": 684.2, "balance": 1013.15 },
    { "date": "2026-08-10", "type": "invoice", "reference": "INV-31088", "details": "Weekly delivery: dairy, bakery and produce", "debit": 538.9, "credit": 0, "balance": 1552.05 },
    { "date": "2026-08-14", "type": "credit_note", "reference": "CN-2207", "details": "Two damaged cases returned from INV-31088", "debit": 0, "credit": 46.3, "balance": 1505.75 },
    { "date": "2026-08-17", "type": "invoice", "reference": "INV-31142", "details": "Weekly delivery: dry goods", "debit": 297.4, "credit": 0, "balance": 1803.15 },
    { "date": "2026-08-24", "type": "invoice", "reference": "INV-31196", "details": "Weekly delivery with paper goods and cleaning supplies", "debit": 621.15, "credit": 0, "balance": 2424.3 },
    { "date": "2026-08-27", "type": "payment", "reference": "PAY-7835", "details": "Bank transfer received for INV-31015", "debit": 0, "credit": 412.75, "balance": 2011.55 },
    { "date": "2026-08-28", "type": "invoice", "reference": "INV-31219", "details": "Top-up delivery: coffee beans and milk", "debit": 164.8, "credit": 0, "balance": 2176.35 }
  ],
  "aging": {
    "current": 1575.95,
    "days_1_30": 600.4,
    "days_31_60": 0,
    "days_61_90": 0,
    "days_over_90": 0
  },
  "overdue_items": [
    { "reference": "INV-30902", "date": "2026-07-22", "amount": 600.4 }
  ],
  "payment": {
    "bank": "Calderside Bank",
    "account_name": "Harbridge Wholesale Foods Ltd",
    "iban": "GB00 EXMP 4012 3456 7890 12",
    "bic": "EXMPGB21"
  }
}

Source

The body markup with Jinja, the stylesheet placed in <head> and the header and footer settings.

{#- Monthly account statement. Summary figures are derived from the transactions; each row stores its running balance. -#}
{%- set locale = "en-GB" -%}
{%- set currency = statement.currency -%}
{%- set invoiced = transactions | sum_by("debit") -%}
{%- set payments = transactions | selectattr("type", "eq", "payment") | list | sum_by("credit") -%}
{%- set credit_notes = transactions | selectattr("type", "eq", "credit_note") | list | sum_by("credit") -%}
{%- set closing = statement.opening_balance + invoiced - payments - credit_notes -%}
{%- set overdue = aging.days_1_30 + aging.days_31_60 + aging.days_61_90 + aging.days_over_90 -%}
{%- set type_labels = {"invoice": "Invoice", "payment": "Payment", "credit_note": "Credit note"} -%}

{%- macro money(value) -%}{{ value | format_currency(currency, locale) }}{%- endmacro -%}

<header class="masthead">
  <div class="brand">
    <svg class="logo" viewBox="0 0 40 40" aria-hidden="true">
      <rect x="3" y="20" width="16" height="15" rx="1.5" fill="#1e4b8f"/>
      <rect x="21" y="20" width="16" height="15" rx="1.5" fill="#1e4b8f"/>
      <rect x="12" y="4" width="16" height="15" rx="1.5" fill="#7fa3d6"/>
      <path d="M8 27.5h6M26 27.5h6M17 11.5h6" stroke="#ffffff" stroke-width="2" stroke-linecap="round"/>
    </svg>
    <div>
      <p class="brand-name">{{ supplier.name }}</p>
      <p class="brand-meta">{{ supplier.address | replace("\n", ", ") }}</p>
      <p class="brand-meta">{{ supplier.phone }} · {{ supplier.email }} · VAT {{ supplier.vat_id }}</p>
    </div>
  </div>
  <div class="doc">
    <h1>Statement of account</h1>
    <table class="doc-meta">
      <tr><th scope="row">Statement date</th><td>{{ statement.date | format_date("long", locale) }}</td></tr>
      <tr><th scope="row">Period</th><td>{{ statement.period_start | format_date("medium", locale) }} – {{ statement.period_end | format_date("medium", locale) }}</td></tr>
      <tr><th scope="row">Account</th><td>{{ customer.account_number }}</td></tr>
      <tr><th scope="row">Statement no.</th><td>{{ statement.number }}</td></tr>
    </table>
  </div>
</header>

<section class="overview">
  <div class="customer">
    <p class="label">Statement for</p>
    <p class="customer-name">{{ customer.name }}</p>
    {%- if customer.contact %}
    <p>For the attention of {{ customer.contact }}</p>
    {%- endif %}
    <p>{{ customer.address | nl2br }}</p>
    <p class="terms">Payment terms: {{ statement.payment_terms_days }} days from invoice date · Credit limit {{ money(customer.credit_limit) }}</p>
  </div>
  <div class="summary">
    <p class="label">Account summary</p>
    <table>
      <tr><th scope="row">Opening balance at {{ statement.period_start | date_add(days=-1) | format_date("%d %b", locale) }}</th><td class="num">{{ money(statement.opening_balance) }}</td></tr>
      <tr><th scope="row">Invoices</th><td class="num">+{{ money(invoiced) }}</td></tr>
      <tr><th scope="row">Payments received</th><td class="num">−{{ money(payments) }}</td></tr>
      <tr><th scope="row">Credit notes</th><td class="num">−{{ money(credit_notes) }}</td></tr>
    </table>
    <div class="closing">
      <span>Closing balance</span>
      <strong>{{ money(closing) }}</strong>
    </div>
  </div>
</section>

{%- if overdue > 0 %}
<section class="overdue">
  <svg viewBox="0 0 20 20" aria-hidden="true"><path d="M10 1.8l8.6 15.4H1.4z" fill="#b3261e"/><path d="M10 7.5v4.6" stroke="#fff" stroke-width="1.8" stroke-linecap="round"/><circle cx="10" cy="14.6" r="1.1" fill="#fff"/></svg>
  <div>
    <p class="overdue-title">{{ money(overdue) }} is overdue</p>
    <p>
      {%- for item in overdue_items %}
      {{ item.reference }} for {{ money(item.amount) }} was due on {{ item.date | date_add(days=statement.payment_terms_days) | format_date("long", locale) }}{{ "; " if not loop.last else "." }}
      {%- endfor %}
      Please pay the overdue amount now, or contact {{ supplier.email }} if you think this is wrong.
    </p>
  </div>
</section>
{%- endif %}

<table class="ledger">
  <thead>
    <tr>
      <th class="date" scope="col">Date</th>
      <th class="ref" scope="col">Reference</th>
      <th scope="col">Details</th>
      <th class="date" scope="col">Due</th>
      <th class="num" scope="col">Debit</th>
      <th class="num" scope="col">Credit</th>
      <th class="num" scope="col">Balance</th>
    </tr>
  </thead>
  <tbody>
    <tr class="opening">
      <td class="date">{{ statement.period_start | format_date("%d %b %Y", locale) }}</td>
      <td></td>
      <td>Balance brought forward</td>
      <td></td>
      <td></td>
      <td></td>
      <td class="num">{{ money(statement.opening_balance) }}</td>
    </tr>
    {%- for tx in transactions %}
    <tr>
      <td class="date">{{ tx.date | format_date("%d %b %Y", locale) }}</td>
      <td class="ref">{{ tx.reference }}</td>
      <td><span class="type type-{{ tx.type }}">{{ type_labels[tx.type] }}</span> {{ tx.details }}</td>
      <td class="date">{% if tx.type == "invoice" %}{{ tx.date | date_add(days=statement.payment_terms_days) | format_date("%d %b", locale) }}{% endif %}</td>
      <td class="num">{% if tx.debit %}{{ money(tx.debit) }}{% endif %}</td>
      <td class="num">{% if tx.credit %}{{ money(tx.credit) }}{% endif %}</td>
      <td class="num">{{ money(tx.balance) }}</td>
    </tr>
    {%- endfor %}
  </tbody>
  <tfoot>
    <tr>
      <th colspan="4" scope="row">Closing balance at {{ statement.period_end | format_date("long", locale) }}</th>
      <td class="num">{{ money(invoiced) }}</td>
      <td class="num">{{ money(payments + credit_notes) }}</td>
      <td class="num">{{ money(closing) }}</td>
    </tr>
  </tfoot>
</table>

<section class="aging">
  {%- for label, key in [("Current", "current"), ("1–30 days overdue", "days_1_30"), ("31–60 days", "days_31_60"), ("61–90 days", "days_61_90"), ("Over 90 days", "days_over_90")] %}
  <div class="bucket{{ ' late' if key != 'current' and aging[key] > 0 else '' }}">
    <span>{{ label }}</span>
    <strong>{{ money(aging[key]) }}</strong>
  </div>
  {%- endfor %}
</section>

<section class="remittance">
  <p class="cut">
    <svg viewBox="0 0 24 24" aria-hidden="true"><circle cx="6" cy="7" r="3" fill="none" stroke="#5b6472" stroke-width="1.6"/><circle cx="6" cy="17" r="3" fill="none" stroke="#5b6472" stroke-width="1.6"/><path d="M8.6 8.6L21 17M8.6 15.4L21 7" stroke="#5b6472" stroke-width="1.6" stroke-linecap="round"/></svg>
    Detach and return this slip with your payment
  </p>
  <div class="slip">
    <div>
      <p class="slip-title">Remittance advice</p>
      <dl>
        <dt>Customer</dt><dd>{{ customer.name }}</dd>
        <dt>Account</dt><dd><strong>{{ customer.account_number }}</strong></dd>
        <dt>Statement</dt><dd>{{ statement.number }}, {{ statement.date | format_date("medium", locale) }}</dd>
      </dl>
    </div>
    <div class="slip-amounts">
      <div class="due-now"><span>Balance due</span><strong>{{ money(closing) }}</strong></div>
      {%- if overdue > 0 %}
      <div class="due-overdue"><span>Of which overdue</span><strong>{{ money(overdue) }}</strong></div>
      {%- endif %}
      <div class="paid"><span>Amount paid</span><span class="write-in"></span></div>
    </div>
    <div class="slip-bank">
      <p class="label">Pay by bank transfer</p>
      <dl>
        <dt>Bank</dt><dd>{{ payment.bank }}</dd>
        <dt>Name</dt><dd>{{ payment.account_name }}</dd>
        <dt>IBAN</dt><dd>{{ payment.iban }}</dd>
        <dt>BIC</dt><dd>{{ payment.bic }}</dd>
        <dt>Reference</dt><dd><strong>{{ customer.account_number }}</strong></dd>
      </dl>
    </div>
  </div>
</section>

<title>Statement of account {{ statement.number }} – {{ customer.name }}</title>
<style>
  :root {
    --ink: #1b2330;
    --muted: #5b6472;
    --rule: #dde3eb;
    --blue: #1e4b8f;
    --blue-soft: #edf2fa;
    --red: #b3261e;
    --red-soft: #fcefee;
  }
  * { box-sizing: border-box; }
  html { -webkit-print-color-adjust: exact; print-color-adjust: exact; }
  body {
    margin: 0;
    color: var(--ink);
    font-family: "Roboto", "Liberation Sans", Arial, sans-serif;
    font-size: 8.8pt;
    line-height: 1.4;
  }
  p, h1 { margin: 0; }
  .num { text-align: right; white-space: nowrap; font-variant-numeric: tabular-nums; }
  .label {
    margin-bottom: 1.2mm;
    font-size: 6.8pt;
    font-weight: 700;
    letter-spacing: 0.1em;
    text-transform: uppercase;
    color: var(--muted);
  }

  /* Masthead */
  .masthead { display: flex; justify-content: space-between; align-items: flex-start; gap: 8mm; }
  .brand { display: flex; gap: 3mm; align-items: flex-start; }
  .logo { flex: none; width: 11mm; height: 11mm; }
  .brand-name { font-size: 11.5pt; font-weight: 700; line-height: 1.25; color: var(--blue); }
  .brand-meta { font-size: 7.6pt; color: var(--muted); }
  .doc h1 { margin-bottom: 1.8mm; font-size: 17pt; font-weight: 300; line-height: 1.1; text-align: right; }
  .doc-meta { margin-left: auto; border-collapse: collapse; font-size: 8pt; }
  .doc-meta th { padding: 0.4mm 3mm 0.4mm 0; font-weight: 400; text-align: left; color: var(--muted); }
  .doc-meta td { padding: 0.4mm 0; font-weight: 500; text-align: right; }

  /* Customer and summary */
  .overview { display: grid; grid-template-columns: 1fr 78mm; gap: 10mm; margin: 6mm 0 4.5mm; }
  .customer-name { font-size: 11pt; font-weight: 700; }
  .terms { margin-top: 2.5mm; font-size: 7.6pt; color: var(--muted); }
  .summary { padding: 3.2mm 4mm 0; border-radius: 2mm; background: var(--blue-soft); overflow: hidden; }
  .summary table { width: 100%; border-collapse: collapse; }
  .summary td, .summary th { padding: 0.8mm 0; }
  .summary th { font-weight: inherit; text-align: left; }
  .closing {
    display: flex;
    justify-content: space-between;
    align-items: baseline;
    margin: 2mm -4mm 0;
    padding: 2.6mm 4mm;
    background: var(--blue);
    color: #ffffff;
  }
  .closing span { font-size: 8.5pt; font-weight: 500; }
  .closing strong { font-size: 15pt; font-weight: 700; font-variant-numeric: tabular-nums; }

  /* Overdue notice */
  .overdue {
    display: flex;
    gap: 3mm;
    margin-bottom: 4.5mm;
    padding: 2.6mm 4mm;
    border-left: 1.2mm solid var(--red);
    background: var(--red-soft);
    font-size: 8.2pt;
    break-inside: avoid;
    page-break-inside: avoid;
  }
  .overdue svg { flex: none; width: 5mm; height: 5mm; margin-top: 0.4mm; }
  .overdue-title { font-size: 9.5pt; font-weight: 700; color: var(--red); }

  /* Ledger */
  table.ledger { width: 100%; border-collapse: collapse; }
  table.ledger thead { display: table-header-group; }
  table.ledger thead th {
    padding: 1.8mm 1.8mm;
    border-bottom: 0.4mm solid var(--blue);
    font-size: 6.8pt;
    font-weight: 700;
    letter-spacing: 0.07em;
    text-align: left;
    text-transform: uppercase;
    color: var(--muted);
  }
  table.ledger thead th.num { text-align: right; }
  table.ledger td, table.ledger tfoot th { padding: 1.9mm 1.8mm; border-bottom: 0.2mm solid var(--rule); vertical-align: top; }
  /* Cells paint white inside their padding, so the tagged PDF keeps empty ones (no due date, debit or credit) in the table structure (PDF/UA)
     without painting over the row edges. */
  table.ledger td { background: #ffffff content-box; }
  table.ledger tr { break-inside: avoid; page-break-inside: avoid; }
  table.ledger .date { width: 21mm; white-space: nowrap; }
  table.ledger .ref { width: 20mm; white-space: nowrap; font-weight: 500; }
  table.ledger td.num { width: 20mm; }
  table.ledger tr.opening td { color: var(--muted); font-style: italic; }
  table.ledger tfoot td, table.ledger tfoot th { padding-top: 2.4mm; border-top: 0.4mm solid var(--blue); border-bottom: none; font-weight: 700; }
  table.ledger tfoot th { text-align: left; }
  .type {
    display: inline-block;
    min-width: 15mm;
    margin-right: 1mm;
    padding: 0 1.4mm;
    border-radius: 1mm;
    font-size: 6.4pt;
    font-weight: 700;
    letter-spacing: 0.03em;
    text-align: center;
    text-transform: uppercase;
    vertical-align: 0.2mm;
  }
  .type-invoice { background: #e3eaf5; color: var(--blue); }
  .type-payment { background: #e2f2e7; color: #1c6b3a; }
  .type-credit_note { background: #f4ecdc; color: #7a5410; }

  /* Ageing */
  .aging { display: grid; grid-template-columns: repeat(5, 1fr); gap: 2mm; margin-top: 4.5mm; break-inside: avoid; page-break-inside: avoid; }
  .bucket { padding: 1.8mm 2.5mm; border: 0.25mm solid var(--rule); border-radius: 1.5mm; }
  .bucket span { display: block; font-size: 6.6pt; color: var(--muted); }
  .bucket strong { font-size: 9.5pt; font-variant-numeric: tabular-nums; }
  .bucket.late { border-color: var(--red); background: var(--red-soft); }
  .bucket.late strong, .bucket.late span { color: var(--red); }

  /* Remittance slip */
  .remittance { margin-top: 6mm; break-inside: avoid; page-break-inside: avoid; }
  .cut {
    display: flex;
    align-items: center;
    gap: 2mm;
    padding-bottom: 1.5mm;
    border-bottom: 0.35mm dashed #9aa4b2;
    font-size: 7pt;
    color: var(--muted);
  }
  .cut svg { width: 4.5mm; height: 4.5mm; }
  .slip { display: grid; grid-template-columns: 1fr 52mm 1.1fr; gap: 6mm; padding-top: 4mm; }
  .slip-title { margin-bottom: 2mm; font-size: 11pt; font-weight: 700; color: var(--blue); }
  .slip dl { display: grid; grid-template-columns: auto 1fr; gap: 0.6mm 3mm; margin: 0; font-size: 8pt; }
  .slip dt { color: var(--muted); }
  .slip dd { margin: 0; }
  .slip-amounts > div { display: flex; justify-content: space-between; align-items: baseline; gap: 2mm; padding: 1.4mm 0; border-bottom: 0.2mm solid var(--rule); }
  .slip-amounts span { font-size: 7.6pt; color: var(--muted); }
  .slip-amounts strong { font-variant-numeric: tabular-nums; }
  .due-now strong { font-size: 11pt; color: var(--blue); }
  .due-overdue strong { color: var(--red); }
  .slip-amounts .paid { align-items: flex-end; border-bottom: none; }
  .write-in { display: block; width: 28mm; height: 8mm; border: 0.3mm solid var(--ink); border-radius: 1mm; }
</style>

{
  "header": {
    "enabled": false
  },
  "footer": {
    "enabled": true,
    "html": "<div style=\"box-sizing:border-box;width:100%;padding-bottom:7mm;display:flex;justify-content:space-between;font-family:Roboto,'Liberation Sans',Arial,sans-serif;font-size:7pt;color:#5b6472\"><span>{{ supplier.name }} · Statement {{ statement.number }} · Account {{ customer.account_number }}</span><span>Page <span class=\"page\"></span> of <span class=\"pages\"></span></span></div>",
    "height": "10mm"
  }
}

Render it with the API

After adding the template to your workspace, render it by ID and pass your data. Arrays are shortened here.

curl -X POST https://api-eu.dynamicdocumentapi.com/v1/renders \
  -H "Authorization: Bearer $DYNAMIC_DOCUMENT_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{
  "input": {
    "type": "template",
    "template_id": "tpl_01J9ZK3M7Q8V5W2X4Y6Z8A0B1C"
  },
  "data": {
    "supplier": {
      "name": "Harbridge Wholesale Foods Ltd",
      "address": "Units 3–5, Quarry Lane Business Park\nChesterfield S41 9QD\nUnited Kingdom",
      "phone": "+44 20 7946 0788",
      "email": "accounts@harbridge.example.com",
      "vat_id": "GB 246 1357 90"
    },
    "customer": {
      "name": "Figtree Corner Café",
      "contact": "Rosa Delgado-Finch",
      "address": "18 Market Row\nBuxton SK17 6AE\nUnited Kingdom",
      "account_number": "FCC-0418",
      "credit_limit": 3500
    },
    "statement": {
      "number": "ST-2608-0418",
      "date": "2026-09-01",
      "period_start": "2026-08-01",
      "period_end": "2026-08-31",
      "currency": "GBP",
      "payment_terms_days": 30,
      "opening_balance": 1284.6
    },
    "transactions": [
      {
        "date": "2026-08-03",
        "type": "invoice",
        "reference": "INV-31015",
        "details": "Weekly delivery: dry goods and dairy",
        "debit": 412.75,
        "credit": 0,
        "balance": 1697.35
      },
      {
        "date": "2026-08-06",
        "type": "payment",
        "reference": "PAY-7781",
        "details": "Bank transfer received for INV-30871",
        "debit": 0,
        "credit": 684.2,
        "balance": 1013.15
      }
    ],
    "aging": {
      "current": 1575.95,
      "days_1_30": 600.4,
      "days_31_60": 0,
      "days_61_90": 0,
      "days_over_90": 0
    },
    "overdue_items": [
      {
        "reference": "INV-30902",
        "date": "2026-07-22",
        "amount": 600.4
      }
    ],
    "payment": {
      "bank": "Calderside Bank",
      "account_name": "Harbridge Wholesale Foods Ltd",
      "iban": "GB00 EXMP 4012 3456 7890 12",
      "bic": "EXMPGB21"
    }
  },
  "output": {
    "format": "pdf",
    "filename": "statement-account-monthly.pdf"
  }
}'

const response = await fetch("https://api-eu.dynamicdocumentapi.com/v1/renders", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.DYNAMIC_DOCUMENT_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "input": {
      "type": "template",
      "template_id": "tpl_01J9ZK3M7Q8V5W2X4Y6Z8A0B1C"
    },
    "data": {
      "supplier": {
        "name": "Harbridge Wholesale Foods Ltd",
        "address": "Units 3–5, Quarry Lane Business Park\nChesterfield S41 9QD\nUnited Kingdom",
        "phone": "+44 20 7946 0788",
        "email": "accounts@harbridge.example.com",
        "vat_id": "GB 246 1357 90"
      },
      "customer": {
        "name": "Figtree Corner Café",
        "contact": "Rosa Delgado-Finch",
        "address": "18 Market Row\nBuxton SK17 6AE\nUnited Kingdom",
        "account_number": "FCC-0418",
        "credit_limit": 3500
      },
      "statement": {
        "number": "ST-2608-0418",
        "date": "2026-09-01",
        "period_start": "2026-08-01",
        "period_end": "2026-08-31",
        "currency": "GBP",
        "payment_terms_days": 30,
        "opening_balance": 1284.6
      },
      "transactions": [
        {
          "date": "2026-08-03",
          "type": "invoice",
          "reference": "INV-31015",
          "details": "Weekly delivery: dry goods and dairy",
          "debit": 412.75,
          "credit": 0,
          "balance": 1697.35
        },
        {
          "date": "2026-08-06",
          "type": "payment",
          "reference": "PAY-7781",
          "details": "Bank transfer received for INV-30871",
          "debit": 0,
          "credit": 684.2,
          "balance": 1013.15
        }
      ],
      "aging": {
        "current": 1575.95,
        "days_1_30": 600.4,
        "days_31_60": 0,
        "days_61_90": 0,
        "days_over_90": 0
      },
      "overdue_items": [
        {
          "reference": "INV-30902",
          "date": "2026-07-22",
          "amount": 600.4
        }
      ],
      "payment": {
        "bank": "Calderside Bank",
        "account_name": "Harbridge Wholesale Foods Ltd",
        "iban": "GB00 EXMP 4012 3456 7890 12",
        "bic": "EXMPGB21"
      }
    },
    "output": {
      "format": "pdf",
      "filename": "statement-account-monthly.pdf"
    }
  }),
});
if (!response.ok) throw new Error(`Request failed: ${response.status}`);
const result = await response.json();
console.log(result);

import os
import uuid
import requests

response = requests.post(
    "https://api-eu.dynamicdocumentapi.com/v1/renders",
    headers={
        "Authorization": f"Bearer {os.environ['DYNAMIC_DOCUMENT_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "input": {
            "type": "template",
            "template_id": "tpl_01J9ZK3M7Q8V5W2X4Y6Z8A0B1C",
        },
        "data": {
            "supplier": {
                "name": "Harbridge Wholesale Foods Ltd",
                "address": "Units 3–5, Quarry Lane Business Park\nChesterfield S41 9QD\nUnited Kingdom",
                "phone": "+44 20 7946 0788",
                "email": "accounts@harbridge.example.com",
                "vat_id": "GB 246 1357 90",
            },
            "customer": {
                "name": "Figtree Corner Café",
                "contact": "Rosa Delgado-Finch",
                "address": "18 Market Row\nBuxton SK17 6AE\nUnited Kingdom",
                "account_number": "FCC-0418",
                "credit_limit": 3500,
            },
            "statement": {
                "number": "ST-2608-0418",
                "date": "2026-09-01",
                "period_start": "2026-08-01",
                "period_end": "2026-08-31",
                "currency": "GBP",
                "payment_terms_days": 30,
                "opening_balance": 1284.6,
            },
            "transactions": [
                {
                    "date": "2026-08-03",
                    "type": "invoice",
                    "reference": "INV-31015",
                    "details": "Weekly delivery: dry goods and dairy",
                    "debit": 412.75,
                    "credit": 0,
                    "balance": 1697.35,
                },
                {
                    "date": "2026-08-06",
                    "type": "payment",
                    "reference": "PAY-7781",
                    "details": "Bank transfer received for INV-30871",
                    "debit": 0,
                    "credit": 684.2,
                    "balance": 1013.15,
                },
            ],
            "aging": {
                "current": 1575.95,
                "days_1_30": 600.4,
                "days_31_60": 0,
                "days_61_90": 0,
                "days_over_90": 0,
            },
            "overdue_items": [
                {
                    "reference": "INV-30902",
                    "date": "2026-07-22",
                    "amount": 600.4,
                },
            ],
            "payment": {
                "bank": "Calderside Bank",
                "account_name": "Harbridge Wholesale Foods Ltd",
                "iban": "GB00 EXMP 4012 3456 7890 12",
                "bic": "EXMPGB21",
            },
        },
        "output": {
            "format": "pdf",
            "filename": "statement-account-monthly.pdf",
        },
    },
    timeout=90,
)
response.raise_for_status()
print(response.json())

210 × 297 mm
Marketplace payout statement
A4
An A4 seller payout statement with German number and date formatting and English labels: gross sales, refunds and fees derived from order and fee lines, fees grouped by type with subtotals, a share-of-sales bar drawn in SVG, the payout date and account, and an orders table.