Monthly account statements, rendered and sent
Statements are long tables that must break cleanly across pages. Render them from your ledger data and email them to every customer.
How it works
- 01Start from the statement templateA table of dated transactions with the balance, ready for your own columns and branding.
- 02Render one, or thousandsCall POST /v1/pdfs/render per customer, or upload a CSV and generate them all in bulk.
- 03DeliverEmail each statement as an attachment, or keep the signed link for your own portal.
Why teams use Templater for it
- Print CSS can keep rows whole and repeat table headers across pages; the page-breaks guide shows how.
- Bulk generation runs in the background and reports progress while it works.
- Signed PDF links expire after 24 hours.