The project was created out of the need to plan, classify, organize and report costs in the company. WHMCS manages and reports revenues sufficiently, but we decided to prepare our own module because we did not find any that would perform the functions we needed.
The main purpose of the module is to collect documents in PDF format, correctly describe documents (contracts, invoices). On the basis of the entered data and imported invoices from accounting systems, we generate reports and forecasts on the company's finances in a legible form.
To save files, the module uses a connection to the WebDAV server, which means that the files are not physically stored on the WHMCS server and will be available even after removing the module.
The module uses the API connection to WHMCS to synchronize invoices. This means that the module can be installed not on the WHMCS production server, but e.g. on the developer's server, which in no case will affect the functionality of this module. It is also possible to combine several WHMCS systems to synchronize invoices.
The module creates the necessary tables in the WHMCS database and only uses them in its work. It does not use any other WHMCS tables.
The module sends data to the project server only for the installation code, which is generated during installation for statistical purposes. In response, the servers provide data about the new version and important information displayed in the module's dashbord Panel.
The module supports multilingualism. The language settings can be changed in the WHMCS user configuration. Available languages: English, Polish, Russian.
Full documentation can be found here.
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.
Documents Bulk PDF upload Classification of PDF files Deleting PDF files Unmapping documents Viewing/Editing an annex to the Agreement Viewing/Editing an Invoice Viewing/Editing the Agreement
TOOLS Reindex commitment dates Reindex agreements dates Synchronization income invoices
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