Billing & Payments

Statement of Account

Monthly account statement — opening balance, running activity, closing balance, amount due.

The contract

Fields your API call provides. Amounts and totals are always computed by the caller — templates only format.

company.name	string	required
company.email	string	required
customer.name	string	required
customer.email	string	required
due_date	string	required
amount_due	number	required
period_end	string	required
period_start	string	required
transactions[].date	string	required
transactions[].amount	number	required
transactions[].balance	number	required
transactions[].description	string	required
closing_balance	number	required
opening_balance	number	required
payment_instructions	string	required

MCP-ready: forks of this template will expose generate_account_statement when the MCP server ships.

Generate it (after you fork & publish)

curl -X POST https://your-paperbrain-host/api/generate/gen_<your-id> \
  -H "Content-Type: application/json" \
  -d '{
    "company": {
      "name": "Northwind Consulting",
      "email": "billing@northwind.example"
    },
    "customer": {
      "name": "Acme Corp",
      "email": "ap@acme.example"
    },
    "due_date": "2026-06-30",
    "amount_due": 9500,
    "period_end": "2026-05-31",
    "period_start": "2026-05-01",
    "transactions": [
      {
        "date": "2026-05-04",
        "amount": 9500,
        "balance": 21900,
        "description": "Invoice INV-2039 — May retainer"
      },
      {
        "date": "2026-05-12",
        "amount": -12400,
        "balance": 9500,
        "description": "Payment received — thank you"
      },
      {
        "date": "2026-05-21",
        "amount": 4800,
        "balance": 14300,
        "description": "Invoice INV-2041 — workshop series"
      },
      {
        "date": "2026-05-28",
        "amount": -4800,
        "balance": 9500,
        "description": "Credit note CN-0193 applied"
      }
    ],
    "closing_balance": 9500,
    "opening_balance": 12400,
    "payment_instructions": "Pay by ACH to account 4471-002 (routing 021000021), reference your account name. Questions: billing@northwind.example."
  }'

gen_<your-id>is your generator's id once you fork and publish. The body shown is this template's sample data — the exact shape the contract validates.