Account Statements Module

A long missing feature from WHMCS is the ability to send proper account statements to customers showing all their unpaid invoices.

This module will allow the following functionality.

From admin side, you can generate a statement for specific dates, and view it, download it or email it to the client.
From the client side, a new "statements" option is added to the billing menu. The client can generate, view and download statements.
Monthly statements are sent automatically every month on customers anniversary date if there are any due invoices.
Editable email template which is used to send account statement PDF.
Choose the paper size and fonts for PDF (letter or A4)
Chose whether to include paid, unpaid or all invoices on statements.

NOTE: This addon is now free and open source on bitbucket.

If you find this addon useful then feel free to make a donation via https://www.paypal.me/russmichaels

Reviews

5 stars

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1 star

Josh Strohm @Newline

March 10, 2024 at 04:48:02 AM

This is a dead project. I used to use this, it got errors with later WHMCS upgrades. It apparently was moved to BitBucket, but the code is not found on that site at all.

8 months ago

amusedhost @amusedhost9915

October 11, 2021 at 04:42:12 AM

Does not work not compatible with WHMCS latest version.

3 years ago

Richie Schut @TRECpro

January 3, 2019 at 01:27:20 AM

Used to work great, does not appear to be maintained. Tried to contact the author via the website contact form and the form did not work.

5 years ago

Jeff Sherwood @jeff7611

January 18, 2018 at 07:42:29 AM

Is anyone using this with the latest version 7.4.2?

6 years ago

john page @d2d4j

January 27, 2017 at 03:44:24 PM

Hi

Very easy to install, and use, our clients like this and we save time as the clients can create their own statement

We have a feature request logged with Russ, over the email groups the statement use, but it is no big issue, as we have turned off statement email, so the client needs to log in for statement they need

Overall, we like this and so do our clients

Many thanks

John

7 years ago

Geoffrey Cheung @isg-geoff

January 23, 2017 at 08:33:04 AM

Easy to install, works as described. Additional features such as activity statements or bulk mailer would be nice.

Overall, good value for the price.

7 years ago

Version Compatibility

Compatible with WHMCS v7.6

Full Version Compatibility

Selected versions of WHMCS v7.6
7.6.0
All versions of WHMCS v7.5
All versions of WHMCS v7.4
Selected versions of WHMCS v7.3
7.3.0
All versions of WHMCS v7.2
All versions of WHMCS v7.1
All versions of WHMCS v7.0
All versions of WHMCS v6.3
All versions of WHMCS v6.2
All versions of WHMCS v6.1
All versions of WHMCS v6.0

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Visit Website Contact Support

Developed By deltaforce

Changelog

v1.2 Released September 17th, 2016

Latest Version

1.2 fixed to work with whmcs 6.x