Payment notice template

A payment notice sent by the payer to a supplier, with payment date, method and period, accepted line items, totals by tax rate, deductions such as transfer fees, the net payment, and the destination bank account.

  • A4 portrait
  • 38 merge fields
  • Issued as PDF
  • Company names, people, addresses and amounts in the sample are fictional.
  • The sample layout is in Japanese. You can change any text in the template editor.
Sample of the payment notice template (first page of a PDF issued with DocRelay)

Use cases

  • Notifying suppliers of monthly payments
  • Bulk issuance from purchasing or accounting systems
  • Showing transfer fees and offsets clearly

Merge fields

The data fields you send to the API. Fields inside an array are shown as array.field.

FieldDescription
numberNotice number
issued_atNotice date (YYYY-MM-DD)
payee.namePayee company name
payee.codeSupplier code
paymentNet payment amount
paid_atPayment date (YYYY-MM-DD)
methodPayment method
period.fromPeriod start (YYYY-MM-DD)
period.toPeriod end (YYYY-MM-DD)
payer.namePayer company name
payer.postal_codePayer postal code
payer.addressPayer address
payer.telPayer phone number
payer.contactContact person
bank.nameBank name
bank.branchBranch
bank.typeAccount type
bank.numberAccount number
bank.holderAccount holder
itemsLine items (array)
items.dateAcceptance date
items.slipSlip number
items.nameItem or description
items.qtyQuantity
items.priceUnit price excluding tax
items.tax_rateTax rate
items.amountAmount excluding tax
subtotalSubtotal excluding tax
taxConsumption tax
totalTotal including tax
deduction.feeTransfer fee
deduction.labelOther deduction label
deduction.amountOther deduction amount
tax_breakdown.rate10.baseAmount subject to 10% (excluding tax)
tax_breakdown.rate10.taxConsumption tax at 10%
tax_breakdown.rate8.baseAmount subject to 8% (excluding tax)
tax_breakdown.rate8.taxConsumption tax at 8%
noteNotes

How to use it

  1. In the dashboard, choose Create template, select "Start from a template" and pick "Payment notice". The layout and sample data are copied into your project.
  2. Edit the company name, logo and field positions in the template editor to match your own format.
  3. Send the template name and data to POST /v1/renders to issue a PDF.

With a test API key (sk_test_) you can issue documents from the draft. Publish a version before issuing with a production API key. From an AI assistant, specify the same template in the from of the MCP create_template tool.

Create and issue via the API

Create a template by setting from to the template ID (payment-notice) in POST /v1/templates, then send the template name and data to POST /v1/renders.

1. Create a template from the ready-made one
curl https://api.docrelay.jp/v1/templates \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Payment notice", "from": "payment-notice" }'
2. Send data and issue a PDF
curl https://api.docrelay.jp/v1/renders \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d @payment-notice.json \
  -o payment-notice.pdf
payment-notice.json (sample data; arrays show the first item and long text is shortened)
{
  "template": "Payment notice",
  "format": "pdf",
  "data": {
    "number": "PN-2026-1130-018",
    "issued_at": "2026-11-20",
    "payee": {
      "name": "サンプル商事株式会社",
      "code": "S-00418"
    },
    "payment": 285330,
    "paid_at": "2026-11-30",
    "method": "銀行振込",
    "period": {
      "from": "2026-10-01",
      "to": "2026-10-31"
    },
    "payer": {
      "name": "株式会社見本製作所",
      "postal_code": "530-0000",
      "address": "大阪府大阪市北区例示町4-5-6 見本ビル3F",
      "tel": "06-0000-0000",
      "contact": "経理部 伊藤 誠"
    },
    "bank": {
      "name": "見本銀行",
      "branch": "本店営業部",
      "type": "普通",
      "number": "1234567",
      "holder": "サンプルシヨウジ(カ)"
    },
    "items": [
      {
        "date": "2026-10-06",
        "slip": "DN-2026-1021",
        "name": "六角ボルト M8×30 ステンレス",
        "qty": 2000,
        "price": 18,
        "tax_rate": "10%",
        "amount": 36000
      }
    ],
    "subtotal": 265500,
    "tax": 25590,
    "total": 291090,
    "deduction": {
      "fee": 660,
      "label": "協力会費",
      "amount": 5100
    },
    "tax_breakdown": {
      "rate10": {
        "base": 217500,
        "tax": 21750
      },
      "rate8": {
        "base": 48000,
        "tax": 3840
      }
    },
    "note": "差引お支払額は、合計から振込手数料と協力会費(10 月分)を差し引いた金額です。…"
  }
}

API reference

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