Build a statement of account
statement_buildGenerate a client statement of account for a selected period, including opening and closing balances, invoices, payments, credit notes, and deposits in formatted minor units.
Instructions
Build one client's statement of account for a period: opening balance, invoices issued, payments received, credit notes, deposits applied and closing balance, in minor units and formatted.
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 |