Quire PDFStatement of account

Statement of account

Customer statement for a period: balance-due panel with opening, invoiced, paid and closing balances, an activity table with a running balance, an optional aging summary and payment instructions. Multi-page with a repeating table header.

statement.pdf1 page

Statement of account sample, page 1 of 1

Rendered by the engine from the sample data below.

Render it

curl "https://api.quirepdf.dev/v1/render?template=statement" \
  -H "Authorization: Bearer $QUIRE_API_KEY" \
  -H "Content-Type: application/json" \
  -d @statement.json -o statement.pdf

import { Quire, type StatementData } from "quirepdf";

const data: StatementData = { /* … */ };
const pdf = await new Quire().render(data, { template: "statement" });

from quirepdf import Quire

Quire().render(data, template="statement").save("statement.pdf")

npx quirepdf-cli templates statement --sample > statement.json
npx quirepdf-cli render statement.json -t statement

Edit the sample in the playground

Fields

Required at the top level: date, period, opening_balance, seller, customer, entries. Everything else is optional.

Field	Type	Notes
`date`Required	string	Statement date, pre-formatted for display, e.g. 30 Sep 2026
`period`Required	string	Statement period, pre-formatted, e.g. 1 Sep – 30 Sep 2026
`due_date`	string	When the balance is due, pre-formatted for display
`status`	"due" \| "overdue" \| "paid" \| "credit"	Badge next to the balance. Defaults to 'due' when the closing balance is positive, 'paid' when it is zero and 'credit' when it is negative.
`currency`	string	Currency symbol prefix
`accent`	string	Brand colour, e.g. #b45309
`opening_balance`Required	number	Balance at the start of the period. Negative means the customer is in credit.
`seller`Required	object	The business issuing the statement. The address is shown under 'Remit to'.
`seller.name`Required	string
`seller.email`	string	Shown under the brand name
`seller.address`	string[]
`customer`Required	object	The account holder (shown as 'Statement for')
`customer.name`Required	string
`customer.company`	string
`customer.account`	string	Customer account number
`customer.address`	string[]
`customer.email`	string
`entries`Required	object[]	Activity in the period, oldest first. The running balance is computed from opening_balance. Put invoices and debits in 'charge', payments and credits in 'payment'.
`entries[].date`Required	string	Pre-formatted, e.g. 4 Sep
`entries[].reference`	string	e.g. INV-2026-0431
`entries[].description`Required	string
`entries[].charge`	number
`entries[].payment`	number
`aging`	object	Outstanding balance by age
`aging.current`Required	number
`aging.days_1_30`Required	number
`aging.days_31_60`Required	number
`aging.days_61_90`Required	number
`aging.days_90_plus`Required	number
`payment`	object	Payment instructions
`payment.method`	string
`payment.link`	string
`payment.bank`	string
`payment.reference`	string	Reference the customer should quote when paying
`notes`	string

statement.jsonShow sample data

{
  "date": "30 Sep 2026",
  "period": "1 Sep – 30 Sep 2026",
  "due_date": "15 Oct 2026",
  "currency": "$",
  "accent": "#b45309",
  "opening_balance": 1840.5,
  "seller": {
    "name": "Fernwood Coffee Roasters",
    "email": "accounts@fernwood.coffee",
    "address": [
      "1180 Industrial Way, Unit 6",
      "Portland, OR 97210",
      "United States"
    ]
  },
  "customer": {
    "name": "Daniel Okafor",
    "company": "Little Owl Café",
    "account": "WS-00418",
    "address": [
      "402 Hawthorne Boulevard",
      "Portland, OR 97214"
    ],
    "email": "daniel@littleowl.cafe"
  },
  "entries": [
    {
      "date": "2 Sep",
      "reference": "PAY-8812",
      "description": "Payment received — thank you",
      "payment": 1840.5
    },
    {
      "date": "4 Sep",
      "reference": "INV-0431",
      "description": "Wholesale order — House espresso blend, 24 kg",
      "charge": 528
    },
    {
      "date": "8 Sep",
      "reference": "INV-0437",
      "description": "Wholesale order — Ethiopia Guji single origin, 10 kg",
      "charge": 312.5
    },
    {
      "date": "11 Sep",
      "reference": "INV-0440",
      "description": "Grinder service visit",
      "charge": 145
    },
    {
      "date": "15 Sep",
      "reference": "PAY-8907",
      "description": "Payment received — thank you",
      "payment": 528
    },
    {
      "date": "18 Sep",
      "reference": "INV-0446",
      "description": "Wholesale order — House espresso blend, 24 kg",
      "charge": 528
    },
    {
      "date": "19 Sep",
      "reference": "CN-0019",
      "description": "Credit — two bags damaged in transit",
      "payment": 44
    },
    {
      "date": "22 Sep",
      "reference": "INV-0452",
      "description": "Barista training, half day (3 staff)",
      "charge": 260
    },
    {
      "date": "25 Sep",
      "reference": "INV-0455",
      "description": "Wholesale order — Swiss water decaf, 6 kg",
      "charge": 151.2
    },
    {
      "date": "29 Sep",
      "reference": "PAY-8990",
      "description": "Payment received — thank you",
      "payment": 457.5
    },
    {
      "date": "30 Sep",
      "reference": "INV-0461",
      "description": "Wholesale order — House espresso blend, 24 kg",
      "charge": 528
    }
  ],
  "aging": {
    "current": 1207.2,
    "days_1_30": 216,
    "days_31_60": 0,
    "days_61_90": 0,
    "days_90_plus": 0
  },
  "payment": {
    "method": "ACH transfer or card",
    "link": "pay.fernwood.coffee/WS-00418",
    "bank": "Fernwood Coffee LLC · Acct 7710 2245 · Routing 123006800",
    "reference": "WS-00418"
  },
  "notes": "Thanks for another great month, Daniel. Orders placed before 2 pm ship the same day."
}