statement-of-account
Statements of account, aging buckets and dunning letters from your invoices.
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Statements of account, aging buckets and dunning letters from your invoices.
Список инструментов сервера (8)
Технические названия из tools/list. Нужны только разработчикам.
| 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. |