Render the statement of account as a PDF
statement_pdfGenerate a client's A4 statement of account for a specified period, listing movements in date order with the final balance outstanding, and return the PDF path.
Instructions
Call this tool to write one client's A4 statement of account and return the path. Titled STATEMENT OF ACCOUNT, movements in date order, BALANCE OUTSTANDING at the foot, and no VAT re-added. 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 |