Build a statement of account
statement_buildBuild one client's statement for a period: opening, invoices, payments with deposits applied broken out, credit notes and closing, formatted and in minor units. Free: 5 a month; a rebuild is free.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"client": "<client>",
"from": "<from>",
"to": "<to>"
},
"name": "statement_build"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | Yes | Last day of the period, YYYY-MM-DD, inclusive | |
| from | Yes | First day of the period, YYYY-MM-DD. Everything dated before it becomes the opening balance | |
| client | Yes | Client id from the invoice server, an exact client name, or a name containing this text | |
| currency | No | Only needed when the client has documents in more than one currency. Currencies are never added together |