Advance Account Statement WHMCS Module

Advance Account Statement WHMCS Module

Developed By WHMCS Global Services

Compatible with WHMCS v8.0

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) - $20

2. Open Source Version (One Time Purchase) - $250

Choose the license package as depend upon your requirements.

What is included in the license package?

  • Free 1 year Support and Updates
  • 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

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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.

  • 8 months ago
  • Version Number 2.0.4

Damian Maravankin @TechnoGuy

December 15, 2019 at 02:48:38 AM

No comment provided.

  • 10 months 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.

  • 2 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!

  • 2 years ago
  • Version Number 1.0.9

Version Compatibility


Compatible with WHMCS v8.0

Full Version Compatibility


  • Selected versions of WHMCS v8.0
        8.0.0 - 8.0.2
  • All versions of WHMCS v7.10
  • 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

v3.0.5 Released October 10th, 2020

Latest Version


New Features:

  • WHMCS 8.0.x compatibility released

Bugs Fixed:

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

 

Previous Versions


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

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  • 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.

 

See also

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KashFlow Accounting

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