Statement invoice template

A periodic statement invoice that bills all transactions up to the closing date, with previous balance, payments received, carried-over balance, current purchases, consumption tax and amount due, a list of deliveries in the period, and totals by tax rate.

A4 portrait
40 merge fields
Issued as PDF

Join early access How to use it

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 statement invoice template (first page of a PDF issued with DocRelay)

Use cases

Month-end billing for credit sales
Bulk monthly invoices per customer for wholesale or retail
Notifying receivable balances including payments and carry-over

Merge fields

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

Field	Description
`number`	Invoice number
`issued_at`	Issue date (YYYY-MM-DD)
`period.to`	Closing date (YYYY-MM-DD)
`customer.code`	Customer code
`customer.name`	Customer name
`customer.postal_code`	Customer postal code
`customer.address`	Customer address
`due_date`	Payment due date (YYYY-MM-DD)
`issuer.name`	Issuer name
`issuer.registration_number`	Issuer registration number (T + 13 digits)
`issuer.postal_code`	Issuer postal code
`issuer.address`	Issuer address
`issuer.tel`	Issuer phone number
`issuer.contact`	Contact person
`summary.previous`	Previous balance
`summary.paid`	Payments received
`summary.carried`	Carried-over balance
`summary.sales`	Current purchases excluding tax
`summary.tax`	Consumption tax
`summary.total`	Amount due
`period.from`	Period start (YYYY-MM-DD)
`items`	Line items (array)
`items.date`	Date (transaction date)
`items.slip`	Slip number
`items.name`	Item or description
`items.qty`	Quantity
`items.unit`	Unit
`items.price`	Unit price excluding tax
`items.tax_rate`	Tax rate (e.g. 10%, 8%※)
`items.amount`	Amount excluding tax
`tax.rate10.base`	Amount subject to 10% (excluding tax)
`tax.rate10.tax`	Consumption tax at 10%
`tax.rate8.base`	Amount subject to 8% (excluding tax)
`tax.rate8.tax`	Consumption tax at 8%
`bank.name`	Bank name
`bank.branch`	Branch
`bank.type`	Account type
`bank.number`	Account number
`bank.holder`	Account holder
`note`	Notes

How to use it

In the dashboard, choose Create template, select "Start from a template" and pick "Statement invoice". The layout and sample data are copied into your project.
Edit the company name, logo and field positions in the template editor to match your own format.
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 (statement-invoice) 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": "Statement invoice", "from": "statement-invoice" }'

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 @statement-invoice.json \
  -o statement-invoice.pdf

statement-invoice.json (sample data; arrays show the first item and long text is shortened)

{
  "template": "Statement invoice",
  "format": "pdf",
  "data": {
    "number": "ST-2026-10-0142",
    "issued_at": "2026-10-31",
    "period": {
      "from": "2026-10-01",
      "to": "2026-10-31"
    },
    "due_date": "2026-11-30",
    "customer": {
      "code": "C-1024",
      "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"
    },
    "issuer": {
      "name": "サンプル商事株式会社",
      "registration_number": "T1234567890123",
      "postal_code": "100-0000",
      "address": "東京都千代田区見本町1-2-3 サンプルビル5F",
      "tel": "03-0000-0000",
      "contact": "営業部　佐藤 一郎"
    },
    "summary": {
      "previous": 248600,
      "paid": 248600,
      "carried": 0,
      "sales": 196500,
      "tax": 19026,
      "total": 215526
    },
    "items": [
      {
        "date": "2026-10-03",
        "slip": "DN-2026-1007",
        "name": "コピー用紙 A4（500 枚×5 冊）",
        "qty": 20,
        "unit": "箱",
        "price": 2980,
        "tax_rate": "10%",
        "amount": 59600
      }
    ],
    "tax": {
      "rate10": {
        "base": 165300,
        "tax": 16530
      },
      "rate8": {
        "base": 31200,
        "tax": 2496
      }
    },
    "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）"
    },
    "note": "※ 税率欄の「8%※」は軽減税率の対象品目です。お振込手数料は貴社にてご負担くださいますようお願いいたします。"
  }
}