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.
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.
The module clients to download account statement from the website client area.
Choose the license package as depend upon your requirements.
What is included in the license package?
What is not included in the license package?
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.
Added option to adjust logo from all sides (right/left/up and bottom).
Integrated AWS S3 storage to store email PDF attachments.
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.
Fixed PDF file format as per A4, A3.
Fixed font size issues with all PDF templates.
*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"
Improvements:
Bug Fixed:
New feature:
Improvement:
Bug fixed:
New Feature:
Fixed "Green statement button (on the clients' "Invoices" tab)
Compatibility Issues with WHMCS 7.7 Fixed Fixed the issue of Error: Sending Failed.
Date Format Syncing Issues Fixed. License Check Issues Resolved.
Revised A4 PDF print size according to the GDPR policy.
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.
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.
Modified logo placement
Compatible with WHMCS 8.2.x
The currency issue with PDF template 1 has been resolved.
Fixed the speed issue
Compatible with WHMCS 8.1.0 Compatible with WHMCS default date format setting
#New Feature
#Bug Fixes
Integrate your financial data stored in WHMCS into QuickBooks Online.
Selwyn Orren @Sellies
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.
Stephane Gendron @stephane6313
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
Kenneth Hounsou @kenneth2596
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.
Ziggy Kerckenaere @ziggy5045
Thanks for doing business
netuweb @netuweb2699
thanks for everything
Divan van Loggerenberg @divan6522
The plugin works exactly as expected and their support department is excellent. Thank you for a great add-on.
amusedhost @amusedhost9915
I tired the free one of another Company but does not work than i try this one. Worthing to pay for great module.
Simon Guilliard @simon9218
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! :-)
Thomas Kälber @iTrena
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
Mr. Thomas your money is already refunded it was hold on Paypal side.
Owner@WHMCS Global ServicesDivan van Loggerenberg @divan6522
Works like a charm and the support is great, thank you! Money well spent.
Damian Maravankin @TechnoGuy
No comment provided.
Mathey Rails @MathewRails
No glitches, nothing to improve on this plugin just simply does what it is supposed to do.
Adney James @AdneyJames
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!