Advance Account Statement WHMCS Module

Advance Account Statement WHMCS Module

Developed By WHMCS Global Services

Compatible with WHMCS v7.8

Account Statement WHMCS Module allows your customers to easily generate custom PDF account statements for the specific time period. Your customers can have the option to filter out the dates to get a historical view of all the transactions within a specific time period so that they can use these statements to send them to their accounts department. You can leverage the option of scheduling the account statements via email as monthly, quarterly, annually or on a specific day.

How Account Statement WHMCS Module helps Web hosting companies?

  1. Avoid repetitive accounts statement requests from your customers by allowing them to download their account statement for the desired time frame via their account panel.
  2. Admin can send Bulk Account Statements to their customers by selecting a specific time frame provided in the backend.
  3. Admin can schedule auto account statements via email to all their customers monthly, quarterly, annually or on a specific day.
  4. Admin can easily manage the fonts, paper size of the account statement PDF from the backend admin panel.
  5. Admin can now set the type of invoice (whether paid or unpaid) that he/she wants to show to the customers via account statement.

Key Features of Account Statement Module:

Module is Fully Customizable by Admin:

The Account Statement WHMCS Module enables the admin to select the paper format and font of the accounts statement PDF file. Admin has the choice to select whether they would like to send paid or unpaid or both types of the report to the customer. He/She can select the invoice statement cycle such as monthly, quarterly as well as annually so that customers can receive the account statements automatically without generating a request to the admin.

Admin Can Send Bulk Statements:

Admin can now send the bulk statement to their customers while selecting start and end date range, selecting the user's list to which you want to send the account statement as well as adding the custom message. Admin can also select the option if he wants to mass mail settings.

Downloading Statements in the Customer Area:

With the help of this option, the users can log in into the customer account area and download the statements they want from any date range at any time.

Attaining the Specific User Statement:

The user can download the account statement of the specific time period from the past and can also send the same via email.

PDF statement Layout:

Within our account statement module, you can attain the fully customizable PDF file in which you can alter the company's logo, address, paper size as well as fonts. You can get the details of the invoice with paid as well as unpaid transactions according to the settings. Within the PDF statement view, you can also generate the past billing transactions anywhere and anytime.

 

Reviews

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Damian Maravankin @TechnoGuy

December 15, 2019 at 02:48:38 AM

The module works good and has room to be improved. On long statements No page numbers. This version is fully encrypted, even the statementpdf files and is not possible to make any changes or adjustment on them. Very bad idea. I open a ticket with support and after 8 days still waiting for an answer.

  • 1 day ago
  • Edited

Mathey Rails @MathewRails

July 26, 2018 at 09:24:56 AM

No glitches, nothing to improve on this plugin just simply does what it is supposed to do.

  • 1 year ago
  • Version Number 1.0.9

Adney James @AdneyJames

July 24, 2018 at 05:05:29 AM

This account statement module is worth to have, admins can really feel relaxed after installing it. No more hassle for the admin to send manual statements. Module works perfect in my WHMCS. No issues found till now. Highly recommended!

  • 1 year ago
  • Version Number 1.0.9

Version Compatibility


Compatible with WHMCS v7.8

Full Version Compatibility


  • Selected versions of WHMCS v7.8
        7.8.0 - 7.8.1
  • All versions of WHMCS v7.7
  • 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
  • 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
  • All versions of WHMCS v5.3

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 WHMCS Global Services

Changelog

v2.0.4 Released July 15th, 2019

Latest Version


Bug Fixes

  1. Compatibility Issues with WHMCS 7.7 Fixed
  2. Fixed the issue of Error: Sending Failed. Please see the documentation.

 

Previous Versions


v2.0.3 Released October 17th, 2018

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New Features

  • Admin can disable account statement email if all Invoices of a customer are paid.

Improvements

  • Security Enhancements and patches installed.

Bugs Fixed

  • PDF format invoices misses decimal places.

 

v2.0.2 Released August 29th, 2018

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  • Added another section to show "Total Outstanding unpaid invoices" from start date.

 

v2.0.1 Released July 26th, 2018

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Minor Bug Fixes

Date Format Syncing Issues Fixed. License Check Issues Resolved.

Improvements

Revised A4 PDF print size according to the GDPR policy.

 

v1.0.9 Released June 27th, 2018

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  • Minor Bugs Fixes

 

v1.0.8 Released May 31st, 2018

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  • Admin can now select specific date for each month to send the statement.

 

v1.0.7 Released May 15th, 2018

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  • Now admin can send the bulk statement to all user at once.
  • Option to send the monthly , quarterly , semi-Annually or Annually statement.

 

v1.0.5 Released December 20th, 2017

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  • Module is compatible with WHMCS 7.5.0 and PHP 7.2

 

v1.0.4 Released November 10th, 2017

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  • VAT is added in total amount of transaction.

  • If you are paying via credit you can check in remaining credit.

  • Credit was not showing in the list now it is showing in the list.

  • It will create the PDF of all invoices of single user and email goes to client.

  • Initially “Credits” were not showing in Account statement PDF file. Now we changed it and now you can check the status of account statement with credit transactions too. It is visible now with name “Remaining Credit“.

  • Initially based on Credit applied, “Payment Details” section was not being updated. But now it is updating now and row is being created. Here in the given screenshot you can check that how it works. Credit details are here, so you can track the record of credit and balance too.

  • Download the account statement in pdf format.

  • Exact calculation of VAT: Initially incorrect VAT calculation happened if payment had done through “Credits”. But now VAT is properly calculated and correct amount is showing.

 

See also

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