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Account statements

Account statement

Send a customer a dated account statement with charges, payments, and balance due.

Use this template
Try it with your details
File types
PDF
Size
A4 PDF
Use case
Account statements
Licence
Free to copy and use in your own templates
Source
Made by thirds.ai with the open-licence Oswald font, original graphic marks, and fictional sample names.
A tall statement with a dark navy header showing a large white closing balance of $2,270.00 and an amber circular account badge, above a white table of transactions for Larkspur Coffee Roasters and a navy footer bar.
account-statement/template.html

About this design

What you can make with it.

Businesses use this for a recurring client account each billing period. It shows the closing balance in large type above a table of each transaction. Update the account, the period, the transactions, and the due date each time.

Your details

What you can change.

These are the words and numbers you swap for your own. The design stays the same.

  1. Business nameA short text.
  2. Business emailA short text.
  3. Customer nameA short text.
  4. Account numberA short text.
  5. Statement periodA short text.
  6. From dateA short text.
  7. To dateA short text.
  8. TransactionsA list of items. Each item has date, reference, description, charge and payment.
  9. Opening balanceA number.
  10. Closing balanceA number.
  11. Due onA short text.
  12. Payment noteA longer text with more than one line.
  13. FooterA short text.
Sample data
{
  "business_name": "Fielding & Pine Studio",
  "business_email": "accounts@fieldingpine.example",
  "customer_name": "Larkspur Coffee Roasters",
  "account_number": "FP-2481",
  "statement_period": "1 – 30 September 2026",
  "from_date": "2026-09-01",
  "to_date": "2026-09-30",
  "transactions": [
    {
      "date": "2026-09-02",
      "reference": "FP-1042",
      "description": "Brand identity retainer, September",
      "charge": 1450,
      "payment": 0
    },
    {
      "date": "2026-09-05",
      "reference": "PAY-204",
      "description": "Payment received, bank transfer",
      "charge": 0,
      "payment": 900
    },
    {
      "date": "2026-09-11",
      "reference": "FP-1044",
      "description": "Packaging refresh, three lines",
      "charge": 620,
      "payment": 0
    },
    {
      "date": "2026-09-15",
      "reference": "FP-1045",
      "description": "Seasonal menu board artwork",
      "charge": 240,
      "payment": 0
    },
    {
      "date": "2026-09-18",
      "reference": "PAY-206",
      "description": "Payment received, card",
      "charge": 0,
      "payment": 500
    },
    {
      "date": "2026-09-22",
      "reference": "FP-1046",
      "description": "Product photography, half day",
      "charge": 480,
      "payment": 0
    },
    {
      "date": "2026-09-24",
      "reference": "FP-1047",
      "description": "Window signage proof and print",
      "charge": 380,
      "payment": 0
    },
    {
      "date": "2026-09-26",
      "reference": "PAY-208",
      "description": "Payment received, bank transfer",
      "charge": 0,
      "payment": 350
    },
    {
      "date": "2026-09-29",
      "reference": "FP-1048",
      "description": "Loyalty card artwork, two designs",
      "charge": 210,
      "payment": 0
    }
  ],
  "opening_balance": 640,
  "closing_balance": 2270,
  "due_on": "2026-10-14",
  "payment_note": "Please quote account FP-2481 with your payment so our bookkeeper can match it to this statement without delay.",
  "footer": "Fielding & Pine Studio · 12 Malting Lane, Norwich NR1 2AB · Company no. 09284471"
}

For developers

Make this file from your code or your AI tools.

Save your copy once, then send the new details with each request. Each finished file costs 1 credit.

API request
curl https://thirds.ai/v1/pdf \
  -H "Authorization: Bearer $THIRDS_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: account-statement-1" \
  -d '{"template_id":"tpl_your_copy","version":1,"data":{"business_name":"Fielding & Pine Studio","business_email":"accounts@fieldingpine.example","customer_name":"Larkspur Coffee Roasters","account_number":"FP-2481","statement_period":"1 – 30 September 2026","from_date":"2026-09-01","to_date":"2026-09-30","transactions":[{"date":"2026-09-02","reference":"FP-1042","description":"Brand identity retainer, September","charge":1450,"payment":0},{"date":"2026-09-05","reference":"PAY-204","description":"Payment received, bank transfer","charge":0,"payment":900},{"date":"2026-09-11","reference":"FP-1044","description":"Packaging refresh, three lines","charge":620,"payment":0},{"date":"2026-09-15","reference":"FP-1045","description":"Seasonal menu board artwork","charge":240,"payment":0},{"date":"2026-09-18","reference":"PAY-206","description":"Payment received, card","charge":0,"payment":500},{"date":"2026-09-22","reference":"FP-1046","description":"Product photography, half day","charge":480,"payment":0},{"date":"2026-09-24","reference":"FP-1047","description":"Window signage proof and print","charge":380,"payment":0},{"date":"2026-09-26","reference":"PAY-208","description":"Payment received, bank transfer","charge":0,"payment":350},{"date":"2026-09-29","reference":"FP-1048","description":"Loyalty card artwork, two designs","charge":210,"payment":0}],"opening_balance":640,"closing_balance":2270,"due_on":"2026-10-14","payment_note":"Please quote account FP-2481 with your payment so our bookkeeper can match it to this statement without delay.","footer":"Fielding & Pine Studio · 12 Malting Lane, Norwich NR1 2AB · Company no. 09284471"}}'
MCP call
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "render",
    "arguments": {
      "output": "pdf",
      "idempotency_key": "account-statement-1",
      "request": {
        "template_id": "tpl_your_copy",
        "version": 1,
        "data": {
          "business_name": "Fielding & Pine Studio",
          "business_email": "accounts@fieldingpine.example",
          "customer_name": "Larkspur Coffee Roasters",
          "account_number": "FP-2481",
          "statement_period": "1 – 30 September 2026",
          "from_date": "2026-09-01",
          "to_date": "2026-09-30",
          "transactions": [
            {
              "date": "2026-09-02",
              "reference": "FP-1042",
              "description": "Brand identity retainer, September",
              "charge": 1450,
              "payment": 0
            },
            {
              "date": "2026-09-05",
              "reference": "PAY-204",
              "description": "Payment received, bank transfer",
              "charge": 0,
              "payment": 900
            },
            {
              "date": "2026-09-11",
              "reference": "FP-1044",
              "description": "Packaging refresh, three lines",
              "charge": 620,
              "payment": 0
            },
            {
              "date": "2026-09-15",
              "reference": "FP-1045",
              "description": "Seasonal menu board artwork",
              "charge": 240,
              "payment": 0
            },
            {
              "date": "2026-09-18",
              "reference": "PAY-206",
              "description": "Payment received, card",
              "charge": 0,
              "payment": 500
            },
            {
              "date": "2026-09-22",
              "reference": "FP-1046",
              "description": "Product photography, half day",
              "charge": 480,
              "payment": 0
            },
            {
              "date": "2026-09-24",
              "reference": "FP-1047",
              "description": "Window signage proof and print",
              "charge": 380,
              "payment": 0
            },
            {
              "date": "2026-09-26",
              "reference": "PAY-208",
              "description": "Payment received, bank transfer",
              "charge": 0,
              "payment": 350
            },
            {
              "date": "2026-09-29",
              "reference": "FP-1048",
              "description": "Loyalty card artwork, two designs",
              "charge": 210,
              "payment": 0
            }
          ],
          "opening_balance": 640,
          "closing_balance": 2270,
          "due_on": "2026-10-14",
          "payment_note": "Please quote account FP-2481 with your payment so our bookkeeper can match it to this statement without delay.",
          "footer": "Fielding & Pine Studio · 12 Malting Lane, Norwich NR1 2AB · Company no. 09284471"
        }
      }
    }
  }
}

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Make this design yours.

Open it in the editor, change anything you like, and keep it with your own templates. Your first 50 credits each month are free.

Use this template
Try it with your details