Credit Overview

Credit Overview

Developed By Plambee

Compatible with WHMCS v7.7

WHMCS offers a very useful credit system. The customer can deposit credit which can then be automatically billed with new invoices. But even with refunds or downgrades the customer can get a credit. Unfortunately, it is difficult to keep track of all transactions. Although you can see the status and the history in the individual customer profiles, but a central overview is missing.

At this point, our CreditPrepation module is used. It offers you a central point where you can look at all credit transactions. In doing so, you will learn the amount, the customer and also the date and the reason for the transaction. The integrated search function allows you to display individual customers or individual days or search for a certain amount.

In addition, our module offers an overview page which shows all customers who currently have a credit with you, including the amount displayed.

Features:

  • Overview of all credit transactions
  • Integrated search function
  • Overview of all customers who have a credit with you
  • Display of the total credit balance of all customers
  • Client notification if the credit is under a treshold
  • Multilingual
  • for PHP 5.6 and PHP 7.0

 

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Version Compatibility


Compatible with WHMCS v7.7

Full Version Compatibility


  • Selected versions of WHMCS v7.7
        7.7.0
  • All versions of WHMCS v7.6
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
        7.3.0

System Requirements


  • IonCube Loader 10.2

* Requirements listed are in addition to the WHMCS default system requirements.

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.

Developed By Plambee

Changelog

v1.4.0 Released January 23rd, 2019

Latest Version


  • WHMCS 7.7. support
  • PHP 7.3 Support
  • removed Support for WHMCS < 7.3

 

Previous Versions


v1.3.0 Released July 9th, 2018

View/hide detailed changelog

  • Display of the course on a freely definable time frame, e.g. 01.01.2018 - 30.03.2018 possible
  • The client can receive a credit notification if his credit falls below a certain value.

 

v1.2.0 Released April 6th, 2018

View/hide detailed changelog

  • WHMCS 7.5 support
  • PHP 7.1 und 7.2 support

 

v1.1.0 Released April 6th, 2018

View/hide detailed changelog

  • WHMCS 7.5 support
  • PHP 7.1 & 7.2 Support

 

v1.0.0 Released June 11th, 2017

View/hide detailed changelog

  • initial release

 

See also

QuickBooks Online Automatic Sync Module

Our WHMCS QuickBooks Online Automatic Sync Module is your complete solution for a two-way streamlined billing and accounting workflow if you use QuickBooks Online to manage your accounting for WHMCS.

Commercial
Xero

Synchronise your invoices, Contacts and Payments with Xero

Commercial
OpenSRS Account Balance

Check your Balance in your account

Free
KashFlow Accounting

Automatically transfer your billing & transaction history to KashFlow

Free
QuickBooks Online For WHMCS

Integrate your financial data stored in WHMCS into QuickBooks Online.

Commercial