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.
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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.
*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"
Compatible with WHMCS 7.10.1
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
Synchronise your invoices, Contacts and Payments with Xero
Integrate your financial data stored in WHMCS into QuickBooks Online.
Check your Balance in your account
Automatically transfer your billing & transaction history to KashFlow
Manage your expenses within WHMCS