Advance Account Statement WHMCS Module

Advance Account Statement WHMCS Module

Developed By WHMCS Global Services

Compatible with WHMCS v8.11

ACCOUNT STATEMENT WHMCS MODULE

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.

10 DAYS MONEY BACK GUARANTEE IS APPLICABLE

We offer a 10 days money-back guarantee offer with this module, in case you do not like the module functionality or it is not working according to your requirements, you can ask us for a refund within 10 days of your purchase. No refund request will be entertained after 10 days of the purchase. Also the refund it not applicable on the open source version of the module.

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.

MODULE FEATURES

  • Admin Can Send Bulk Statements
  • Clients can download the account statements from the WHMCS client area.
  • Admin can generate an account statement for specific users.
  • Admin can change the PDF layout and format.

The module clients to download account statement from the website client area.

PRICING AND PACKAGES

1. Annual License (For 1 Year) - $39.00

2. Open Source Version (One Time Purchase) - $299.00

Choose the license package as depend upon your requirements.

What is included in the license package?

  • Free modules updates till license is active
  • Module Compatibility Fixes

What is not included in the license package?

  • WHMCS Installation
  • WHMCS Configuration
  • WHMCS Products and Services setup
  • Module Customisation
  • Module installation

 

Reviews

5 stars
11
11
4 stars
1
1
3 stars
0
0
2 stars
0
0
1 star
2
2

Sumit Jain @sumit1491

October 10, 2024 at 10:49:17 AM

Very good module work made very easy by this , support is excellent

WHMCS Global Services @whmcsglobalservices

December 3, 2024 at 05:22:35 AM

@sumit1491 thank you for posting your amazing feedback for us. We really appreciate you being a customer and helping to spread the word about us.

Owner@WHMCS Global Services  
  • 2 months ago
  • Version Number 4.0.4

Selwyn Orren @Sellies

November 8, 2023 at 11:08:19 AM

EDIT TIME:
Okay so I am leaving my original review here, so you can understand my original frustration. However WHMCS Global Services stuck with me and finally resolved all the issues I had with this statement module. I have said it in other reviews, and I have said it in this review already as well. WHMCS Global Service truly has a great support team.

It took a fair amount of back and forth to fully understand what was wrong with the module and what was just enhancements. But they delivered and listened to everything.

Their ticket system is a little confusing, but stick with them, they are super fast and super helpful. Pricing has been correct here to match their website. So in the end where I had massive buyers remorse and honestly felt like I was done in. WHMCS Global Services has again redeemed themselves to us and have produced a module that i am extremely happy about.

So in the end Linuxweb is really proud to be associated WHMCS Global Services. We have the account statement module form them as well as HostX which we are still working on a few things. All in all. Their product will add value and where things are broken or not working as expected, they are there to support.

Won me over!

Thanks Rupika

My Original Review follows
So while I think this module has the potential to be great, the three templates supplied do not show the financial summary calculations correctly at all, none of the templates even agree on the values presented in their summaries.

While you have some ability to overwrite colors, the templates themselves cannot be tweaked at all. One of the templates aligns fully to the right and has a massive gap on the left.

After asking for these issues to be fixed, they wanted more money for customizing what is already not working. Modifying the css supplied will show you a 100% perfect template layout, however the PDF generated does not match the preview at all.

Pricing listed on this site does not match the pricing on their website at all. Here the open source license is listed as $20 but in fact its $299. Annual Pricing is listed here as $16 while in actual fact it is $39.

Despite my complaints, the one thing I can't complain about at all is their support, they have always had kind of great support, but not when a module like this lets you down so badly, especially when it does not work. The other compatibility issues were fixed by them straight away.

If the generic templates work for you, and your happy with incorrect financial summaries, then this module is worth it. If you need specifics and can afford the huge open source version price tag, go for it. Otherwise stay away.

WHMCS Global Services @whmcsglobalservices

December 3, 2024 at 05:23:29 AM

@Sellies Thank you much for the amazing feedback. We’re glad we made your experience with us a great one and will be happy to help you again soon.

Owner@WHMCS Global Services  
  • 1 year ago
  • Version Number 4.0.4
  • Edited

Stephane Gendron @stephane6313

November 1, 2023 at 02:21:35 PM

We needed a custom adaptation of this module and they took the time to listen to our need and made sure that the module was perfect. Great service and great communication with them. Price for a custom module was really good

WHMCS Global Services @whmcsglobalservices

December 3, 2024 at 05:24:29 AM

Thanks @stephane6313 for getting the time and sharing the feedback. We really appreciate your time!

Owner@WHMCS Global Services  
  • 1 year ago
  • Version Number 4.0.4

Kenneth Hounsou @kenneth2596

February 28, 2023 at 05:30:34 PM

be carefull with this provider. They keep your payment details without your approval and collect payment from them without your confirmation. The most abusive is that they don't want to refund.

WHMCS Global Services @whmcsglobalservices

December 3, 2024 at 05:31:00 AM

@kenneth2596 thank you for sharing your feedback. We will try our best to provide you better support and try to win your trust. It was recurring service and system automatically captured the payment on due date. On renewal there is not refund but we already offered you to refund as credit balance into your account.

Owner@WHMCS Global Services  
  • 1 year ago
  • Version Number 4.0.2

Ziggy Kerckenaere @ziggy5045

December 6, 2022 at 11:41:23 AM

Thanks for doing business

  • 2 years ago
  • Version Number 4.0.0
  • Edited

netuweb @netuweb2699

July 13, 2022 at 03:12:02 PM

thanks for everything

  • 2 years ago
  • Version Number 3.0.7
  • Edited

Divan van Loggerenberg @divan6522

October 13, 2021 at 05:52:42 AM

The plugin works exactly as expected and their support department is excellent. Thank you for a great add-on.

  • 3 years ago
  • Version Number 3.0.7
  • Edited

amusedhost @amusedhost9915

October 11, 2021 at 04:43:51 AM

I tired the free one of another Company but does not work than i try this one. Worthing to pay for great module.

  • 3 years ago
  • Version Number 3.0.7

Simon Guilliard @simon9218

May 11, 2021 at 12:39:05 PM

Works with WHMCS 8.1 without a problem; recommended!. Only problem I've had was with my IP address being blocked by their servers which made the licence key 'invalid', but their support is quick and the problem was sorted! Happy days! :-)

  • 3 years ago
  • Version Number 3.0.5

Thomas Kälber @iTrena

March 15, 2021 at 10:40:32 PM

NO star!
Addon does NOT work with WHMCS 8.1!
Is completely deprecated and IonCube-encrypted with PHP 5.6.
Money-Back-Guarantee is a lie, too. Support couldn't resolve the issues, so I cancelled 5 days after purchase.
Now the vendor doesn't answer anymore...
Be careful,- do NOT buy anything from this vendor!

WHMCS Global Services @whmcsglobalservices

March 24, 2021 at 03:19:01 AM

Mr. Thomas your money is already refunded it was hold on Paypal side.

Owner@WHMCS Global Services  
  • 3 years ago
  • Version Number 3.0.5

Divan van Loggerenberg @divan6522

February 13, 2020 at 04:31:10 AM

Works like a charm and the support is great, thank you! Money well spent.

  • 4 years ago
  • Version Number 2.0.4

Damian Maravankin @TechnoGuy

December 15, 2019 at 02:48:38 AM

No comment provided.

  • 5 years ago
  • Version Number 2.0.4
  • 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.

  • 6 years 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!

  • 6 years ago
  • Version Number 1.0.9

Version Compatibility


Compatible with WHMCS v8.11

Full Version Compatibility


  • Selected versions of WHMCS v8.12
        8.12.0
  • All versions of WHMCS v8.11
  • Selected versions of WHMCS v8.10
        8.10.0
  • Selected versions of WHMCS v8.9
        8.9.0
  • Selected versions of WHMCS v8.8
        8.8.0
  • Selected versions of WHMCS v8.7
        8.7.0 - 8.7.2
  • Selected versions of WHMCS v8.6
        8.6.0 - 8.6.1
  • Selected versions of WHMCS v8.5
        8.5.0 - 8.5.1
  • Selected versions of WHMCS v8.4
        8.4.0
  • All versions of WHMCS v8.2
  • All versions of WHMCS v8.1
  • Selected versions of WHMCS v8.0
        8.0.0 - 8.0.4
  • Selected versions of WHMCS v7.10
        7.10.0 - 7.10.1
  • All versions of WHMCS v7.9
  • All versions of WHMCS v7.8
  • 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

v4.0.6 Released December 20th, 2024

Latest Version


Improvement

  • Compatible with WHMCS 8.11.x - 8.12.x
  • Compatible with PHP 8.1, 8.2 and 8.3

Bug Fixes

  • Fixed an issue with the formatting of bulk and single statement email messages.
  • Issues with calculating the Amount Paid and Closing Balance when applying credit to pay and overpayment to invoices in all PDF templates

 

Previous Versions


v4.0.5 Released January 11th, 2024

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Improvement

  • Compatible with WHMCS 8.9
  • Design improvement of PDF template 2

Bug Fixes

  • Due amount issue fixed

 

v4.0.4 Released October 27th, 2023

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New Features

  • Added option to adjust logo from all sides (right/left/up and bottom).

  • Integrated AWS S3 storage to store email PDF attachments.

Improvement

  • Enhance client area account statement page design.

  • Enhance the module to show relative error or success messages.

  • Small enhancement changes with the calculation of open/closing balance on all PDF templates.

  • Compatible with the latest WHMCS 8.8.x and the latest PHP 8.1 and 8.2.

Bug Fixes

  • Fixed PDF file format as per A4, A3.

  • Fixed font size issues with all PDF templates.

 

v4.0.3 Released February 3rd, 2023

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Bug Fixes

  • Fixed the opcode issue.

 

v4.0.2 Released January 5th, 2023

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Bug Fixes

  • The Settings won't save the issue has been fixed

Improvement

  • Compatible with WHMCS 8.6.1
  • Compatible with PHP 8.1

 

v4.0.1 Released September 28th, 2022

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Bug Fixes

  • Fixed the date format issue with download statement in WHMCS admin side

 

v4.0.0 Released August 9th, 2022

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New Feature

  • Version 4.0.0 Released
  • Added setting to display only unpaid invoices on an account statement
  • Added setting to enable/disable bank details on the invoice
  • Added setting to enter your company logo url to display the logo on PDF statement
  • Added setting to adjust logo placement on account statement PDF format.
  • Added setting enabled/disabled custom theme colour and manage custom theme colour scheme for PDF templates.
  • Added a new option to send individual account statements to customers

Bug fixes

  • Compatible with the latest version of WHMCS V8.5
  • Multi-language supported now based on customers' account language when sending manual or auto account statements.

 

v3.0.7 Released February 18th, 2021

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Bug Fixes

  • Date format change according to WHMCS default date format setting.

Improvement

  • Compatible with WHMCS 8.1.1

 

v3.0.6 Released December 1st, 2020

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Improved Feature##

*Show the debit as a credit applied + unpaid invoices *Display client name after the company name *Display client Postal code *Display client country name instead of country code *Added a Credit Balance in the new line after the amount due. *Increased the size of the logo *Increased the size of the date column *Increased the space of the amount column *Increased the space of the Status column *Added language variable" Credit Applied to Invoice"

 

v3.0.5 Released October 10th, 2020

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New Features:

  • WHMCS 8.0.x compatibility released

Bugs Fixed:

  • Date Formatting & 8 Digit or Higher Balances
  • Balance always show zero
  • Date Display Issues

 

v3.0.4 Released August 19th, 2020

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New Features

  • Added new row of Credit Applied for users.
  • Added language variables for PDF statement.

Bugs Fixes

  • Paid balance showing incorrect in some cases.
  • Unpaid invoices showing 0 as balance.

 

v3.0.3 Released May 8th, 2020

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Improvements:

  • Improved the license key check with local key
  • We have optimized the page load issue with the module.

 

v3.0.2 Released April 20th, 2020

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Compatible with WHMCS 7.10.1

 

v3.0.1 Released February 19th, 2020

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Bug Fixed:

  1. Calendar icon missing issue
  2. Off auto fill date in the calendar on clientarea.
  3. Account statement page blank on clientarea.
  4. On activate the module showing blank page.

New feature:

  1. Show Invoice status on PDF

 

v3.0.0 Released February 4th, 2020

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Improvement:

  1. Compatible with both 7.8.x and 7.9 WHMCS versions.

Bug fixed:

  1. Date picker issue with admin under the invoice page.
  2. Without add bank detail, it is showing the bank detail section on invoice PDF.

New Feature:

  1. Add page numbers on PDF file.

 

v2.0.9 Released January 15th, 2020

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Fixed "Green statement button (on the clients' "Invoices" tab)

 

v2.0.8 Released September 20th, 2019

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  • Module Is Now Compatible with WHMCS 7.8 - 7.8.1
  • Added invoice PDF footer section text area in Account Statement module setting to manage the footer section text.
  • Fixed "Statementdd" text issue in template 2 PDF of account statement
  • Fixed logo overlapping with client address in account statement PDF
  • Fixed Invalid start and end dates(i.e 1-1-1970) showing on the account statement PDF.
  • Fixed bank details text truncation issue on PDF template 2.
  • Fixed the start date and end date input's drop down date picker that was not showing at client area page.

 

v2.0.6 Released September 19th, 2019

View/hide detailed changelog

  • Added invoice PDF footer section text area in Account Statement module setting to manage the footer section text.
  • Fixed "Statementdd" text issue in template 2 PDF of account statement
  • Fixed logo overlapping with client address in account statement PDF
  • Fixed Invalid start and end dates(i.e 1-1-1970) showing on the account statement PDF.
  • Fix bank details text truncation issue on PDF template 2.
  • Fixed the start date and end date input's drop-down date picker that was not showing at client area page.

 

v2.0.5 Released July 16th, 2019

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Compatibility Issues with WHMCS 7.7 Fixed Fixed the issue of Error: Sending Failed.

 

v2.0.4 Released July 15th, 2019

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Bug Fixes

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

 

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.

 

vv3.0.8 Released October 5th, 2021

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New Feature

  • A new PDF template for account statements has been added.

  • Added the ability to send account statements to specific customers.

  • Added a new feature that allows customers to receive weekly statements.

Improvements

  • Modified logo placement

  • Compatible with WHMCS 8.2.x

Bug Fixes

  • The currency issue with PDF template 1 has been resolved.

  • Fixed the speed issue

 

vv3.0.7 Released February 23rd, 2021

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Improvements

Compatible with WHMCS 8.1.0 Compatible with WHMCS default date format setting

 

vv3.0.6 Released December 1st, 2020

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#New Feature

  1. show the debit as credit applied + unpaid invoices
  2. Display client name after the company name
  3. Display client Postal code
  4. Display client country name instead of country code
  5. Added a Credit Balance in the new line after the amount due.

#Bug Fixes

  1. Increased the size of the logo
  2. Increased the size of the date column
  3. Increased the space of the amount column
  4. Increased the space of the Status column
  5. Added language variable" Credit Applied to Invoice"

 

See also

w2x for Xero

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QuickBooks Online For WHMCS

Integrate your financial data stored in WHMCS into QuickBooks Online.

Commercial
KashFlow Accounting

Automatically transfer your billing & transaction history to KashFlow

Free
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Avoid sending notifications or creation of 0€ Invoices

Free
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Payment Gateway Fees & Allocator

Commercial