> **Skill version:** `3a76850@2026-10-04T07:41:12+10:00` (`library/statement-v1`). > If you have a cached copy of this skill with a different version token, > discard it and use this copy. Re-fetch this URL at the start of each > session to detect updates. # makesPDF — Statement skill `statement-v1` > Version: `statement-v1`. **Immutable** — this file never changes after > release. Fixes land in `statement-v2`, served alongside this file. If a > newer version exists, it is noted at the top of this file; this URL > keeps serving regardless. > **Note to AI agents:** this document is served over HTTP at > `https://makespdf.com/skills/library/statement-v1.md` (or > `http://localhost:8788/skills/library/statement-v1.md` in dev). It is > **not a local file.** Re-fetch it with a web fetch / HTTP tool — do > **not** call your filesystem `Read` tool with `/skills/...`. Paths > that begin with `/api/v1/` or `/skills/` below are URL paths relative > to the makespdf origin, not filesystem paths. Read [`/skills/pdf-template-author.md`](https://makespdf.com/skills/pdf-template-author.md) first for the builder DSL, style properties, and the preview/render loop. This file is the statement-specific companion: which fields to use, which library template to start from, and a worked fetch, fill, render example. A statement of account summarises transactions over a period (opening balance, charges, credits, closing balance, aging). For a single bill, use the invoice skill instead. ## Canonical fields (field registry) Source: `docs/field-registry.md` and `apps/web/src/utils/field-registry.ts` (`documentTypes` containing `"statement"`). Use these canonical ids when naming data keys. The `Aliases` column lists common incoming names the registry already recognises — prefer the canonical id for new data. ### Document identity | Canonical id | Label | Type / format | Common aliases | | ------------------ | ---------------- | ------------- | ------------------------------------------ | | `statement-number` | Statement Number | string | statementno, statementid | | `document-date` | Date | date | date, statementdate, issuedate | | `due-date` | Due Date | date | duedate, paymentdue | | `currency` | Currency | code | currencycode, cur | | `period-from` | Period From | date | periodstart, startdate, billingperiodstart | | `period-to` | Period To | date | periodend, enddate, billingperiodend | ### Seller and buyer | Canonical id | Label | Type / format | Common aliases | | ---------------------- | --------------- | ------------- | ----------------------------------- | | `seller-name` | Company Name | string | companyname, vendorname | | `seller-address` | Company Address | string | companyaddress, vendoraddress | | `seller-phone` | Phone | phone | phone, mobile, tel | | `seller-email` | Email | email | email, companyemail | | `seller-tax-id` | Tax ID | tax-id | gstin, vat, ein, abn | | `seller-logo` | Logo | url | logo, companylogo | | `buyer-name` | Client Name | string | customername, accountholder | | `buyer-address` | Client Address | string | customeraddress, billingaddress | | `buyer-email` | Client Email | email | customeremail, billingemail | | `buyer-account-number` | Account Number | string | accountnumber, customerid, clientid | ### Transactions (one row per entry) | Canonical id | Label | Type / format | Common aliases | | ---------------------- | ----------- | ------------- | ------------------------------------ | | `item-date` | Entry Date | date | entrydate, workdate, transactiondate | | `item-description` | Description | string | description, details | | `item-charges` | Charges | currency | charges, debit, debits | | `item-credits` | Credits | currency | credits, credit, payments | | `item-running-balance` | Balance | currency | runningbalance, balance | ### Totals and aging | Canonical id | Label | Type / format | Common aliases | | ----------------- | --------------- | ------------- | ------------------------------- | | `opening-balance` | Opening Balance | currency | previousbalance, broughtforward | | `closing-balance` | Closing Balance | currency | endingbalance, currentbalance | | `total-charges` | Total Charges | currency | totaldebits, totalinvoiced | | `total-credits` | Total Credits | currency | totalpayments, totalcredited | | `amount-paid` | Amount Paid | currency | paid, totalpaid | | `amount-due` | Amount Due | currency | balancedue, outstanding | | `aging-current` | Current | currency | current, agingcurrent | | `aging-30` | 30 Days | currency | 30days, 31to60 | | `aging-60` | 60 Days | currency | 60days, 61to90 | | `aging-90` | 90 Days | currency | 90days, aging90 | | `aging-90-plus` | 90+ Days | currency | over90, 90plus | ### Notes | Canonical id | Label | Type / format | Common aliases | | ---------------------- | -------------------- | ------------- | --------------------- | | `notes` | Notes | string | notes, memo, remarks | | `payment-instructions` | Payment Instructions | string | howtopay, bankdetails | ## Library template Start from **`statement-bank`** (institution letterhead, account header strip, transaction table with running balance, charges/credits summaries, aging schedule). An account-summary variation exists (`statement-account-summary`) — list it with `GET /api/v1/templates?owner=library&category=statement`. ## Worked example: fetch, fill, render All calls need `Authorization: Bearer $MAKESPDF_API_KEY`. **1. Fetch the template's DSL and sample data.** ```sh curl -s -H "Authorization: Bearer $MAKESPDF_API_KEY" \ "https://makespdf.com/api/v1/templates/statement-bank" # -> { templateId, name, dsl, sampleData, ... } ``` **2. Fill.** Start from the returned `sampleData`, keep its keys, replace the values with the real period. Map incoming names to the canonical ids above (`debits` -> Charges, `previousbalance` -> Opening Balance). Minimal override shape: ```json { "statementNumber": "ST-2026-08-114", "period": { "label": "August 2026" }, "issuedOn": "2026-09-02", "institution": { "name": "Pacific Commerce Bank" }, "openingBalance": 4210.55, "closingBalance": 6188.2, "amountDue": 6188.2, "transactions": [ { "date": "2026-08-04", "desc": "Invoice INV-2026-0398", "debit": 2400.0, "balance": 6610.55 } ] } ``` **3. Render.** Production path is the stored template (billed, 1 credit per 10 pages): ```sh curl -s -X POST https://makespdf.com/api/v1/render \ -H "Authorization: Bearer $MAKESPDF_API_KEY" \ -H "Content-Type: application/json" \ -d '{"templateId": "statement-bank", "data": {...}}' -o statement.pdf ``` Iterating on a customised fork? Draft it free with `POST /api/v1/preview { dsl, data }`, pre-flight with `POST /api/v1/preview/validate`, then save via `POST /api/v1/templates { dsl, name }` and render your copy. ## Traps - Date columns need width budget: full-format dates (`"2 March 2026"`) need ~18% of the content width at 10pt; short formats fit 10-12%. See the Statement recipe in `/skills/pdf-recipes.md`. - Debit/credit cells render conditionally — an empty cell must stay blank, never the literal string `undefined`. See the recipe's `when()` pattern. - Do not pass the transaction `cols` grid into `totals()` here: statement total labels are long and need the default 60/25/15 split.