Render the statement of account as a PDF
statement_pdfGenerate a client's A4 statement of account as a PDF, listing every movement in date order and closing with the outstanding balance. Returns the file path for the requested period and client.
Instructions
Call this tool to write one client's A4 statement of account and return the file path. Titled STATEMENT OF ACCOUNT, every movement in date order, closing with the balance outstanding. Pro.
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 | |
| as_of | No | Date printed on the statement, YYYY-MM-DD. Defaults to today | |
| 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 | |
| out_path | No | Where to write the PDF; defaults to this server's data directory under pdf/. Use a .pdf path: the bytes written are always PDF |