Generate Account Statements by Using APIs

Use the Generate Account Statement REST API to integrate Statement of Account PDF generation with external systems, custom apps, and automated jobs.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.

Each request generates a Statement of Account PDF for a primary account and any related accounts included. The statement consolidates billing activity and reflects the current outstanding balance, with amounts converted to the primary account’s currency when multiple currencies are involved. For resource paths, request fields, response handling, and asynchronous processing details, see Generate Account Statement API.