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Sample Word Templates - Ready to Create

This guide provides 6 complete Word document templates that you can create in Microsoft Word and test immediately. Each template includes the exact content to type and sample test data.

Template 1: Simple Loan Agreement (Beginner Level)​

Create in Word:​

File Name: loan-agreement-simple.docx

Content to type in Word:

═══════════════════════════════════════════════════════════════════
                        LOAN AGREEMENT
═══════════════════════════════════════════════════════════════════

Agreement Number: {{agreementNumber}}
Date: {{agreementDate}}

BORROWER INFORMATION
─────────────────────────────────────────────────────────────────
Name:           {{customerName}}
Customer ID:    {{customerId}}
Email:          {{email}}
Phone:          {{phone}}

LOAN DETAILS
─────────────────────────────────────────────────────────────────
Loan Amount:            ${{loanAmount}}
Interest Rate:          {{interestRate}}% per annum
Loan Tenure:            {{tenure}} months
Monthly Payment:        ${{monthlyPayment}}
First Payment Date:     {{firstPaymentDate}}

{{#if collateralRequired}}
COLLATERAL INFORMATION
─────────────────────────────────────────────────────────────────
Collateral Type:        {{collateralType}}
Description:            {{collateralDescription}}
Estimated Value:        ${{collateralValue}}
{{/if}}

SIGNATURES
─────────────────────────────────────────────────────────────────

Borrower: ____________________    Date: ____________

Lender:   ____________________    Date: ____________

Test Context Data:​

{
  "agreementNumber": "LA-2026-001234",
  "agreementDate": "January 17, 2026",
  "customerName": "John Michael Doe",
  "customerId": "CUST-789456",
  "email": "john.doe@email.com",
  "phone": "+1 555-0123",
  "loanAmount": "50,000.00",
  "interestRate": "12.5",
  "tenure": "24",
  "monthlyPayment": "2,365.22",
  "firstPaymentDate": "February 17, 2026",
  "collateralRequired": true,
  "collateralType": "Motor Vehicle",
  "collateralDescription": "2020 Toyota Corolla, VIN: 1HGBH41JXMN109186",
  "collateralValue": "18,500.00"
}

JavaScript to Test:​

var testLoanAgreement = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'loan-agreement-simple',
    context: JSON.stringify({
      agreementNumber: "LA-2026-001234",
      agreementDate: "January 17, 2026",
      customerName: "John Michael Doe",
      customerId: "CUST-789456",
      email: "john.doe@email.com",
      phone: "+1 555-0123",
      loanAmount: "50,000.00",
      interestRate: "12.5",
      tenure: "24",
      monthlyPayment: "2,365.22",
      firstPaymentDate: "February 17, 2026",
      collateralRequired: true,
      collateralType: "Motor Vehicle",
      collateralDescription: "2020 Toyota Corolla, VIN: 1HGBH41JXMN109186",
      collateralValue: "18,500.00"
    }),
    isPdfOutput: false
  }
});

console.log('Success:', testLoanAgreement.isSuccessful);
console.log('Message:', testLoanAgreement.message);

Template 2: Account Statement with Table (Intermediate Level)​

Create in Word:​

File Name: account-statement.docx

Content to type in Word:

═══════════════════════════════════════════════════════════════════
                        BankLingo Financial Services
                        123 Banking Street, Suite 100
                        Financial District, NY 10001
═══════════════════════════════════════════════════════════════════

                        ACCOUNT STATEMENT

Account Holder:     {{customerName}}
Account Number:     {{accountNumber}}
Account Type:       {{accountType}}
Statement Period:   {{periodStart}} to {{periodEnd}}
Statement Date:     {{statementDate}}

─────────────────────────────────────────────────────────────────
                        SUMMARY
─────────────────────────────────────────────────────────────────

Opening Balance:            ${{openingBalance}}
Total Credits:              ${{totalCredits}}
Total Debits:               ${{totalDebits}}
─────────────────────────────────────────────────────────────────
Closing Balance:            ${{closingBalance}}

═══════════════════════════════════════════════════════════════════
                        TRANSACTION HISTORY
═══════════════════════════════════════════════════════════════════

Now create a TABLE with 5 columns and 4 rows:

DateTransaction IDDescriptionDebitCreditBalance
{{#transactions}}
{{date}}{{transactionId}}{{description}}{{debit}}{{credit}}{{balance}}
{{/transactions}}

After the table, add:

═══════════════════════════════════════════════════════════════════

Questions? Contact us at: support@banklingo.com | +1 800-BANKING

This is a computer-generated statement and does not require a signature.

═══════════════════════════════════════════════════════════════════

Test Context Data:​

{
  "customerName": "Sarah Johnson",
  "accountNumber": "ACC-8877665544",
  "accountType": "Savings Account",
  "periodStart": "December 1, 2025",
  "periodEnd": "December 31, 2025",
  "statementDate": "January 5, 2026",
  "openingBalance": "5,250.00",
  "totalCredits": "3,500.00",
  "totalDebits": "1,200.00",
  "closingBalance": "7,550.00",
  "transactions": [
    {
      "date": "Dec 1, 2025",
      "transactionId": "TXN-001",
      "description": "Opening Balance",
      "debit": "",
      "credit": "",
      "balance": "5,250.00"
    },
    {
      "date": "Dec 5, 2025",
      "transactionId": "TXN-002",
      "description": "Salary Deposit",
      "debit": "",
      "credit": "3,000.00",
      "balance": "8,250.00"
    },
    {
      "date": "Dec 10, 2025",
      "transactionId": "TXN-003",
      "description": "Rent Payment",
      "debit": "1,000.00",
      "credit": "",
      "balance": "7,250.00"
    },
    {
      "date": "Dec 15, 2025",
      "transactionId": "TXN-004",
      "description": "Grocery Store",
      "debit": "200.00",
      "credit": "",
      "balance": "7,050.00"
    },
    {
      "date": "Dec 20, 2025",
      "transactionId": "TXN-005",
      "description": "Interest Credit",
      "debit": "",
      "credit": "500.00",
      "balance": "7,550.00"
    }
  ]
}

JavaScript to Test:​

var testStatement = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'account-statement',
    context: JSON.stringify({
      customerName: "Sarah Johnson",
      accountNumber: "ACC-8877665544",
      accountType: "Savings Account",
      periodStart: "December 1, 2025",
      periodEnd: "December 31, 2025",
      statementDate: "January 5, 2026",
      openingBalance: "5,250.00",
      totalCredits: "3,500.00",
      totalDebits: "1,200.00",
      closingBalance: "7,550.00",
      transactions: [
        {
          date: "Dec 1, 2025",
          transactionId: "TXN-001",
          description: "Opening Balance",
          debit: "",
          credit: "",
          balance: "5,250.00"
        },
        {
          date: "Dec 5, 2025",
          transactionId: "TXN-002",
          description: "Salary Deposit",
          debit: "",
          credit: "3,000.00",
          balance: "8,250.00"
        },
        {
          date: "Dec 10, 2025",
          transactionId: "TXN-003",
          description: "Rent Payment",
          debit: "1,000.00",
          credit: "",
          balance: "7,250.00"
        },
        {
          date: "Dec 15, 2025",
          transactionId: "TXN-004",
          description: "Grocery Store",
          debit: "200.00",
          credit: "",
          balance: "7,050.00"
        },
        {
          date: "Dec 20, 2025",
          transactionId: "TXN-005",
          description: "Interest Credit",
          debit: "",
          credit: "500.00",
          balance: "7,550.00"
        }
      ]
    }),
    isPdfOutput: false
  }
});

console.log('Generated:', testStatement.isSuccessful);

Template 3: Payment Schedule Table (Table Repetition)​

Create in Word:​

File Name: payment-schedule.docx

Content:

═══════════════════════════════════════════════════════════════════
                    LOAN REPAYMENT SCHEDULE
═══════════════════════════════════════════════════════════════════

Borrower:           {{borrowerName}}
Loan Number:        {{loanNumber}}
Loan Amount:        ${{loanAmount}}
Interest Rate:      {{interestRate}}%
Tenure:             {{tenure}} months

═══════════════════════════════════════════════════════════════════
                    MONTHLY PAYMENT BREAKDOWN
═══════════════════════════════════════════════════════════════════

Create a TABLE with 6 columns:

Payment No.Due DatePrincipalInterestTotal PaymentRemaining Balance
{{#schedule}}
{{paymentNumber}}{{dueDate}}${{principal}}${{interest}}{{totalPayment}}${{remainingBalance}}
{{/schedule}}

After table:

═══════════════════════════════════════════════════════════════════

Total Interest to be Paid:     ${{totalInterest}}
Total Amount to be Repaid:     ${{totalRepayment}}

Note: Payments are due on the date specified. Late payments will incur penalties.

═══════════════════════════════════════════════════════════════════

Test Context Data:​

{
  "borrowerName": "Michael Chen",
  "loanNumber": "LOAN-2026-5678",
  "loanAmount": "10,000.00",
  "interestRate": "10.0",
  "tenure": "6",
  "totalInterest": "287.48",
  "totalRepayment": "10,287.48",
  "schedule": [
    {
      "paymentNumber": "1",
      "dueDate": "Feb 17, 2026",
      "principal": "1,619.02",
      "interest": "83.33",
      "totalPayment": "1,714.58",
      "remainingBalance": "8,380.98"
    },
    {
      "paymentNumber": "2",
      "dueDate": "Mar 17, 2026",
      "principal": "1,632.52",
      "interest": "69.83",
      "totalPayment": "1,714.58",
      "remainingBalance": "6,748.46"
    },
    {
      "paymentNumber": "3",
      "dueDate": "Apr 17, 2026",
      "principal": "1,646.13",
      "interest": "56.23",
      "totalPayment": "1,714.58",
      "remainingBalance": "5,102.33"
    },
    {
      "paymentNumber": "4",
      "dueDate": "May 17, 2026",
      "principal": "1,659.86",
      "interest": "42.52",
      "totalPayment": "1,714.58",
      "remainingBalance": "3,442.47"
    },
    {
      "paymentNumber": "5",
      "dueDate": "Jun 17, 2026",
      "principal": "1,673.71",
      "interest": "28.69",
      "totalPayment": "1,714.58",
      "remainingBalance": "1,768.76"
    },
    {
      "paymentNumber": "6",
      "dueDate": "Jul 17, 2026",
      "principal": "1,768.76",
      "interest": "14.74",
      "totalPayment": "1,714.58",
      "remainingBalance": "0.00"
    }
  ]
}

JavaScript to Test:​

var testSchedule = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'payment-schedule',
    context: JSON.stringify({
      borrowerName: "Michael Chen",
      loanNumber: "LOAN-2026-5678",
      loanAmount: "10,000.00",
      interestRate: "10.0",
      tenure: "6",
      totalInterest: "287.48",
      totalRepayment: "10,287.48",
      schedule: [
        {
          paymentNumber: "1",
          dueDate: "Feb 17, 2026",
          principal: "1,619.02",
          interest: "83.33",
          totalPayment: "1,714.58",
          remainingBalance: "8,380.98"
        },
        {
          paymentNumber: "2",
          dueDate: "Mar 17, 2026",
          principal: "1,632.52",
          interest: "69.83",
          totalPayment: "1,714.58",
          remainingBalance: "6,748.46"
        },
        {
          paymentNumber: "3",
          dueDate: "Apr 17, 2026",
          principal: "1,646.13",
          interest: "56.23",
          totalPayment: "1,714.58",
          remainingBalance: "5,102.33"
        },
        {
          paymentNumber: "4",
          dueDate: "May 17, 2026",
          principal: "1,659.86",
          interest: "42.52",
          totalPayment: "1,714.58",
          remainingBalance: "3,442.47"
        },
        {
          paymentNumber: "5",
          dueDate: "Jun 17, 2026",
          principal: "1,673.71",
          interest: "28.69",
          totalPayment: "1,714.58",
          remainingBalance: "1,768.76"
        },
        {
          paymentNumber: "6",
          dueDate: "Jul 17, 2026",
          principal: "1,768.76",
          interest: "14.74",
          totalPayment: "1,714.58",
          remainingBalance: "0.00"
        }
      ]
    }),
    isPdfOutput: false
  }
});

Template 4: Collection Notice (Multiple Conditionals)​

Create in Word:​

File Name: collection-notice.docx

Content:

═══════════════════════════════════════════════════════════════════
                    COLLECTION NOTICE
                    *** URGENT - ACTION REQUIRED ***
═══════════════════════════════════════════════════════════════════

Notice Date:    {{noticeDate}}
Notice Number:  {{noticeNumber}}

TO:     {{customerName}}
        {{customerAddress}}
        {{customerCity}}, {{customerState}} {{customerZip}}

RE: Overdue Payment - Account Number {{accountNumber}}

Dear {{customerName}},

Our records indicate that your account is past due. Please review the
details below and remit payment immediately.

ACCOUNT INFORMATION
─────────────────────────────────────────────────────────────────
Account Number:         {{accountNumber}}
Loan Number:            {{loanNumber}}
Original Due Date:      {{originalDueDate}}
Days Past Due:          {{daysPastDue}} days

AMOUNT BREAKDOWN
─────────────────────────────────────────────────────────────────
Overdue Principal:      ${{overduePrincipal}}
Overdue Interest:       ${{overdueInterest}}
Late Fees:              ${{lateFees}}
─────────────────────────────────────────────────────────────────
TOTAL AMOUNT DUE:       ${{totalAmountDue}}

PAYMENT DEADLINE:       {{paymentDeadline}}

{{#if isSecondNotice}}
*** SECOND NOTICE ***
This is your second notice regarding this overdue payment. Immediate
action is required to avoid further collection activities.
{{/if}}

{{#if isFinalNotice}}
*** FINAL NOTICE ***
This is your FINAL NOTICE before we proceed with collection actions.
Your account will be referred to our legal department if payment is
not received by {{paymentDeadline}}.
{{/if}}

CONSEQUENCES OF NON-PAYMENT:
{{#if hasLegalAction}}
• Legal action may be initiated
• Additional legal fees will be added to your balance
{{/if}}
• Additional late fees will continue to accrue
• Negative impact on your credit score
• Account may be referred to collection agency

HOW TO PAY:
─────────────────────────────────────────────────────────────────
{{#each paymentMethods}}
Option {{index}}: {{method}}
           {{details}}

{{/each}}

For payment arrangements or questions, please contact:
Collections Department
Phone: {{collectionsPhone}}
Email: {{collectionsEmail}}
Reference Number: {{noticeNumber}}

We strongly encourage you to contact us immediately to resolve this matter.

Sincerely,
Collections Department
BankLingo Financial Services

═══════════════════════════════════════════════════════════════════

Test Context Data (First Notice):​

{
  "noticeDate": "January 17, 2026",
  "noticeNumber": "CN-2026-001",
  "customerName": "Robert Williams",
  "customerAddress": "456 Oak Avenue",
  "customerCity": "Springfield",
  "customerState": "IL",
  "customerZip": "62701",
  "accountNumber": "ACC-445566",
  "loanNumber": "LOAN-2025-9999",
  "originalDueDate": "December 15, 2025",
  "daysPastDue": "33",
  "overduePrincipal": "1,500.00",
  "overdueInterest": "125.00",
  "lateFees": "75.00",
  "totalAmountDue": "1,700.00",
  "paymentDeadline": "January 24, 2026",
  "isSecondNotice": false,
  "isFinalNotice": false,
  "hasLegalAction": false,
  "collectionsPhone": "+1 800-555-0199",
  "collectionsEmail": "collections@banklingo.com",
  "paymentMethods": [
    {
      "index": "1",
      "method": "Online Payment",
      "details": "Visit www.banklingo.com/payments"
    },
    {
      "index": "2",
      "method": "Phone Payment",
      "details": "Call +1 800-555-0199 (available 24/7)"
    },
    {
      "index": "3",
      "method": "Bank Transfer",
      "details": "Account: 1234567890, Routing: 987654321"
    }
  ]
}

Test Context Data (Final Notice):​

{
  "noticeDate": "January 17, 2026",
  "noticeNumber": "CN-2026-002-FINAL",
  "customerName": "Robert Williams",
  "customerAddress": "456 Oak Avenue",
  "customerCity": "Springfield",
  "customerState": "IL",
  "customerZip": "62701",
  "accountNumber": "ACC-445566",
  "loanNumber": "LOAN-2025-9999",
  "originalDueDate": "December 15, 2025",
  "daysPastDue": "60",
  "overduePrincipal": "3,000.00",
  "overdueInterest": "250.00",
  "lateFees": "200.00",
  "totalAmountDue": "3,450.00",
  "paymentDeadline": "January 24, 2026",
  "isSecondNotice": false,
  "isFinalNotice": true,
  "hasLegalAction": true,
  "collectionsPhone": "+1 800-555-0199",
  "collectionsEmail": "collections@banklingo.com",
  "paymentMethods": [
    {
      "index": "1",
      "method": "Online Payment",
      "details": "Visit www.banklingo.com/payments"
    },
    {
      "index": "2",
      "method": "Phone Payment",
      "details": "Call +1 800-555-0199 (available 24/7)"
    },
    {
      "index": "3",
      "method": "Bank Transfer",
      "details": "Account: 1234567890, Routing: 987654321"
    }
  ]
}

JavaScript to Test (First Notice):​

var testCollectionFirst = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'collection-notice',
    context: JSON.stringify({
      noticeDate: "January 17, 2026",
      noticeNumber: "CN-2026-001",
      customerName: "Robert Williams",
      customerAddress: "456 Oak Avenue",
      customerCity: "Springfield",
      customerState: "IL",
      customerZip: "62701",
      accountNumber: "ACC-445566",
      loanNumber: "LOAN-2025-9999",
      originalDueDate: "December 15, 2025",
      daysPastDue: "33",
      overduePrincipal: "1,500.00",
      overdueInterest: "125.00",
      lateFees: "75.00",
      totalAmountDue: "1,700.00",
      paymentDeadline: "January 24, 2026",
      isSecondNotice: false,
      isFinalNotice: false,
      hasLegalAction: false,
      collectionsPhone: "+1 800-555-0199",
      collectionsEmail: "collections@banklingo.com",
      paymentMethods: [
        { index: "1", method: "Online Payment", details: "Visit www.banklingo.com/payments" },
        { index: "2", method: "Phone Payment", details: "Call +1 800-555-0199 (available 24/7)" },
        { index: "3", method: "Bank Transfer", details: "Account: 1234567890, Routing: 987654321" }
      ]
    }),
    isPdfOutput: false
  }
});

Template 5: Certificate (Fancy Formatting)​

Create in Word:​

File Name: deposit-certificate.docx

Content (Use fancy fonts and borders):

[Add a decorative page border: Design → Page Borders → Art]

╔═══════════════════════════════════════════════════════════════╗
║                                                                 ║
║              🏦 BankLingo Financial Services                    ║
║                                                                 ║
╚═══════════════════════════════════════════════════════════════╝


                    CERTIFICATE OF DEPOSIT


Certificate Number: {{certificateNumber}}
Issue Date: {{issueDate}}


                    This is to certify that


                        {{customerName}}
                      Customer ID: {{customerId}}


                has deposited with BankLingo Financial Services
                              the sum of


                        ${{depositAmount}}


                    under the following terms:


┌────────────────────────────┬──────────────────────────────────┐
│  Interest Rate             │  {{interestRate}}% per annum     │
├────────────────────────────┼──────────────────────────────────┤
│  Deposit Tenure            │  {{tenure}} months               │
├────────────────────────────┼──────────────────────────────────┤
│  Maturity Date             │  {{maturityDate}}                │
├────────────────────────────┼──────────────────────────────────┤
│  Maturity Amount           │  ${{maturityAmount}}             │
├────────────────────────────┼──────────────────────────────────┤
│  Early Withdrawal Penalty  │  {{penaltyRate}}%                │
└────────────────────────────┴──────────────────────────────────┘


{{#if autoRenewal}}
This certificate will automatically renew for another {{tenure}} months
at the prevailing interest rate unless written notice is received
30 days before maturity.
{{/if}}

{{#if isJoint}}
JOINT ACCOUNT HOLDERS:
{{#each jointHolders}}
• {{name}} (ID: {{id}})
{{/each}}
{{/if}}


Issued at: {{branchName}}
Branch Code: {{branchCode}}


_______________________________
Authorized Signatory
{{signatoryName}}
{{signatoryTitle}}


╔═══════════════════════════════════════════════════════════════╗
║  This is a valuable document. Please keep it in a safe place. ║
║  Present this certificate at maturity for redemption.          ║
║                                                                 ║
║  For inquiries: {{contactPhone}} | {{contactEmail}}            ║
╚═══════════════════════════════════════════════════════════════╝

Test Context Data (Single Holder):​

{
  "certificateNumber": "CD-2026-001122",
  "issueDate": "January 17, 2026",
  "customerName": "Emily Thompson",
  "customerId": "CUST-998877",
  "depositAmount": "25,000.00",
  "interestRate": "5.5",
  "tenure": "12",
  "maturityDate": "January 17, 2027",
  "maturityAmount": "26,375.00",
  "penaltyRate": "2.0",
  "autoRenewal": false,
  "isJoint": false,
  "branchName": "Downtown Branch",
  "branchCode": "DTN-001",
  "signatoryName": "James Anderson",
  "signatoryTitle": "Branch Manager",
  "contactPhone": "+1 800-555-0100",
  "contactEmail": "support@banklingo.com"
}

Test Context Data (Joint Account):​

{
  "certificateNumber": "CD-2026-001123",
  "issueDate": "January 17, 2026",
  "customerName": "David and Maria Rodriguez",
  "customerId": "CUST-556677",
  "depositAmount": "50,000.00",
  "interestRate": "6.0",
  "tenure": "24",
  "maturityDate": "January 17, 2028",
  "maturityAmount": "56,180.00",
  "penaltyRate": "2.5",
  "autoRenewal": true,
  "isJoint": true,
  "jointHolders": [
    {
      "name": "David Rodriguez",
      "id": "CUST-556677-A"
    },
    {
      "name": "Maria Rodriguez",
      "id": "CUST-556677-B"
    }
  ],
  "branchName": "Westside Branch",
  "branchCode": "WST-005",
  "signatoryName": "Patricia Lee",
  "signatoryTitle": "Senior Manager",
  "contactPhone": "+1 800-555-0100",
  "contactEmail": "support@banklingo.com"
}

JavaScript to Test:​

var testCertificate = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'deposit-certificate',
    context: JSON.stringify({
      certificateNumber: "CD-2026-001122",
      issueDate: "January 17, 2026",
      customerName: "Emily Thompson",
      customerId: "CUST-998877",
      depositAmount: "25,000.00",
      interestRate: "5.5",
      tenure: "12",
      maturityDate: "January 17, 2027",
      maturityAmount: "26,375.00",
      penaltyRate: "2.0",
      autoRenewal: false,
      isJoint: false,
      branchName: "Downtown Branch",
      branchCode: "DTN-001",
      signatoryName: "James Anderson",
      signatoryTitle: "Branch Manager",
      contactPhone: "+1 800-555-0100",
      contactEmail: "support@banklingo.com"
    }),
    isPdfOutput: true  // Generate as PDF
  }
});

Template 6: Payment Receipt (Simple with Multiple Conditionals)​

Create in Word:​

File Name: payment-receipt.docx

Content:

═══════════════════════════════════════════════════════════════════
                        PAYMENT RECEIPT
═══════════════════════════════════════════════════════════════════

Receipt Number:     {{receiptNumber}}
Receipt Date:       {{receiptDate}}
Receipt Time:       {{receiptTime}}

RECEIVED FROM
─────────────────────────────────────────────────────────────────
Name:               {{customerName}}
Account Number:     {{accountNumber}}
Customer ID:        {{customerId}}

PAYMENT DETAILS
─────────────────────────────────────────────────────────────────
Payment Amount:             ${{paymentAmount}}
Payment Method:             {{paymentMethod}}
{{#if isCheck}}
Check Number:               {{checkNumber}}
Bank Name:                  {{bankName}}
{{/if}}
{{#if isCash}}
Cash Received:              ${{cashReceived}}
Change Given:               ${{changeGiven}}
{{/if}}
{{#if isOnline}}
Transaction ID:             {{transactionId}}
Payment Gateway:            {{gateway}}
{{/if}}

Reference Number:           {{referenceNumber}}

APPLIED TO
─────────────────────────────────────────────────────────────────
{{#if isLoanPayment}}
Loan Number:                {{loanNumber}}
Payment Type:               {{paymentType}}
Principal Paid:             ${{principalPaid}}
Interest Paid:              ${{interestPaid}}
{{/if}}
{{#if isAccountDeposit}}
Deposit Type:               {{depositType}}
New Balance:                ${{newBalance}}
{{/if}}

ACCOUNT STATUS AFTER PAYMENT
─────────────────────────────────────────────────────────────────
{{#if isLoanPayment}}
Remaining Loan Balance:     ${{remainingBalance}}
Next Payment Due Date:      {{nextDueDate}}
Next Payment Amount:        ${{nextPaymentAmount}}
{{/if}}
{{#if isFullPayment}}
*** LOAN FULLY PAID ***
Your loan has been completely settled. Thank you!
{{/if}}

═══════════════════════════════════════════════════════════════════

Thank you for your payment!

Questions? Contact us at: support@banklingo.com | +1 800-BANKING

This is a computer-generated receipt and does not require a signature.

═══════════════════════════════════════════════════════════════════

Test Context Data (Loan Payment - Check):​

{
  "receiptNumber": "REC-2026-555444",
  "receiptDate": "January 17, 2026",
  "receiptTime": "10:35 AM",
  "customerName": "Amanda Foster",
  "accountNumber": "ACC-334455",
  "customerId": "CUST-112233",
  "paymentAmount": "1,500.00",
  "paymentMethod": "Check",
  "isCheck": true,
  "isCash": false,
  "isOnline": false,
  "checkNumber": "2345",
  "bankName": "First National Bank",
  "referenceNumber": "REF-789456123",
  "isLoanPayment": true,
  "isAccountDeposit": false,
  "loanNumber": "LOAN-2025-4321",
  "paymentType": "Regular Monthly Payment",
  "principalPaid": "1,250.00",
  "interestPaid": "250.00",
  "remainingBalance": "15,750.00",
  "nextDueDate": "February 17, 2026",
  "nextPaymentAmount": "1,500.00",
  "isFullPayment": false
}

Test Context Data (Final Loan Payment - Online):​

{
  "receiptNumber": "REC-2026-555445",
  "receiptDate": "January 17, 2026",
  "receiptTime": "2:15 PM",
  "customerName": "Kevin Martinez",
  "accountNumber": "ACC-778899",
  "customerId": "CUST-445566",
  "paymentAmount": "2,125.50",
  "paymentMethod": "Online Payment",
  "isCheck": false,
  "isCash": false,
  "isOnline": true,
  "transactionId": "TXN-WEB-998877665544",
  "gateway": "BankLingo Payment Portal",
  "referenceNumber": "REF-101010101",
  "isLoanPayment": true,
  "isAccountDeposit": false,
  "loanNumber": "LOAN-2024-7890",
  "paymentType": "Final Payment",
  "principalPaid": "2,000.00",
  "interestPaid": "125.50",
  "remainingBalance": "0.00",
  "nextDueDate": "N/A",
  "nextPaymentAmount": "0.00",
  "isFullPayment": true
}

Test Context Data (Cash Deposit):​

{
  "receiptNumber": "REC-2026-555446",
  "receiptDate": "January 17, 2026",
  "receiptTime": "4:45 PM",
  "customerName": "Lisa Chang",
  "accountNumber": "ACC-223344",
  "customerId": "CUST-667788",
  "paymentAmount": "500.00",
  "paymentMethod": "Cash",
  "isCheck": false,
  "isCash": true,
  "isOnline": false,
  "cashReceived": "520.00",
  "changeGiven": "20.00",
  "referenceNumber": "REF-202020202",
  "isLoanPayment": false,
  "isAccountDeposit": true,
  "depositType": "Savings Account Deposit",
  "newBalance": "3,750.00",
  "isFullPayment": false
}

JavaScript to Test (Loan Payment):​

var testReceipt = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'payment-receipt',
    context: JSON.stringify({
      receiptNumber: "REC-2026-555444",
      receiptDate: "January 17, 2026",
      receiptTime: "10:35 AM",
      customerName: "Amanda Foster",
      accountNumber: "ACC-334455",
      customerId: "CUST-112233",
      paymentAmount: "1,500.00",
      paymentMethod: "Check",
      isCheck: true,
      isCash: false,
      isOnline: false,
      checkNumber: "2345",
      bankName: "First National Bank",
      referenceNumber: "REF-789456123",
      isLoanPayment: true,
      isAccountDeposit: false,
      loanNumber: "LOAN-2025-4321",
      paymentType: "Regular Monthly Payment",
      principalPaid: "1,250.00",
      interestPaid: "250.00",
      remainingBalance: "15,750.00",
      nextDueDate: "February 17, 2026",
      nextPaymentAmount: "1,500.00",
      isFullPayment: false
    }),
    isPdfOutput: false
  }
});

Summary of Templates​

#Template NameFile NameFeatures DemonstratedComplexity
1Simple Loan Agreementloan-agreement-simple.docxBasic variables, single conditionalBeginner
2Account Statementaccount-statement.docxTable repetition, arraysIntermediate
3Payment Schedulepayment-schedule.docxComplex table, calculationsIntermediate
4Collection Noticecollection-notice.docxMultiple conditionals, arraysAdvanced
5Deposit Certificatedeposit-certificate.docxFancy formatting, nested conditionalsAdvanced
6Payment Receiptpayment-receipt.docxMutually exclusive conditionalsAdvanced

Quick Testing Script​

Create a process or command chain to test all templates:

// Test all templates
var results = {
  loanAgreement: null,
  statement: null,
  schedule: null,
  collection: null,
  certificate: null,
  receipt: null
};

// Test 1: Loan Agreement
results.loanAgreement = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'loan-agreement-simple',
    context: JSON.stringify({/* context from Template 1 */}),
    isPdfOutput: false
  }
});

// Test 2: Account Statement
results.statement = doCmd('DocumentRenderV2Command', {
  Data: {
    documentName: 'account-statement',
    context: JSON.stringify({/* context from Template 2 */}),
    isPdfOutput: false
  }
});

// ... repeat for all templates

// Summary
var summary = {
  totalTests: 6,
  passed: 0,
  failed: 0,
  results: []
};

for (var key in results) {
  if (results[key].isSuccessful) {
    summary.passed++;
    summary.results.push({
      template: key,
      status: 'SUCCESS',
      message: results[key].message
    });
  } else {
    summary.failed++;
    summary.results.push({
      template: key,
      status: 'FAILED',
      error: results[key].message
    });
  }
}

console.log('Test Summary:', summary);
return summary;

Next Steps​

  1. Create each Word document by copying the content into Microsoft Word
  2. Format as desired (fonts, colors, borders)
  3. Save with the specified filename
  4. Upload to BankLingo using CreateDocumentTemplateDefinitiionCommand
  5. Test each template using the provided JavaScript code
  6. Verify output by downloading and opening the generated document

All test data is ready to copy-paste!