Purpose of the project

The system helps to know the real income by counting the income from invoices issued in WHMCS with invoices or cost documents uploaded and described manually to the module without leaving the WHMCS. The system is based on the concept of contracts and obligations and enables the presentation of financial flows over a longer period of time. If the system is systematically updated with correct data, it makes it possible to view all cost invoices, liabilities, long-term contracts and organize documents.

The project was created out of the need to plan, classify, organize and report costs in the company, based on commitments and fixed contracts. WHMCS adequately manages and reports revenues, but does not have a mechanism to track and report costs. That is why we decided to prepare our own module, because we did not find one that would meet the functions we need.

The main purpose of the module is to collect documents in PDF format, correctly describe documents (contracts, invoices) in the context of contractors and obligations towards partners. Based on the entered data and imported invoices from the WHMCS system (also many WHMCS systems at the same time), WHMCS generates in a readable form reports and forecasts on the company's finances.

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.

EN: https://doc.puq.info/books/en-whmcs-cf-manual

PL: https://doc.puq.info/books/pl-instrukcja-whmcs-cf