statement-of-account
Statements of account, aging buckets and dunning letters from your invoices.
Community: Submitted by a user or imported; check the owner before granting accessOnlineAPI key requiredGlobalFreeRead-only
What it can do
What data it sees
Do you need an account
An API key from the service settings is required
Statements of account, aging buckets and dunning letters from your invoices.
Server tool list (8)
Raw names from tools/list. Only developers need these.
| statement_build | Build 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. |
| statement_aging | Age open invoices into 0-30, 31-60, 61-90 and over 90 days past DUE date at a date, per client and currency, with the invoices themselves. Free. statements_report rolls up the whole book instead. |
| statement_text | Turn one client's statement into a plain-text letter for an email: movements in date order, opening and closing balances, deposit held, a sign-off. It is also a .txt download link valid one hour and counts toward the 5 a month; statement_pdf writes the A4 page. |
| statement_pdf | Call this tool to render one client's A4 statement of account and return a download link valid for one hour. Titled STATEMENT OF ACCOUNT, movements in date order, BALANCE OUTSTANDING at the foot. Pro. |
| dunning_text | Write a payment chaser at level 1 friendly, 2 firm or 3 final demand: every OVERDUE invoice with its age, the total and your bank details. Refused if nothing is overdue. No interest is stated. The letter is also a .txt download link valid one hour. Level 3 is Pro. |
| statements_report | Receivables across every client at a date: totals and aging per currency, clients ranked by how much is OVERDUE, and the oldest overdue invoice. Pro. statement_aging is the free per-client view. |
| license_status | Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes. |
| license_activate | Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it. |