Account Statement addon WHMCS

Account Statement addon WHMCS

Developed By PUQ sp. z o.o.

Compatible with WHMCS v9.0

Introducing the PUQ Account Statement WHMCS Addon

A powerful addon designed for WHMCS administrators and clients who need a clean way to generate an Account Statement that summarizes financial activity inside WHMCS. Statements can be viewed as an HTML page or downloaded as a PDF, giving users a convenient, professional report for accounting and reconciliation.

All-in-One Account Statement Generation for WHMCS

PUQ Account Statement helps eliminate manual digging through invoices and transactions. In a single statement, users can review key financial activity such as paid invoices, unpaid invoices, refunded invoices, transactions, and credits.

Flexible Output: HTML View + PDF Download

Statements can be displayed directly in the browser (HTML) for quick review, or exported to PDF for saving, sharing, or attaching to accounting records.

Admin + Client Access with Configurable Behavior

The addon is designed for both sides: administrators can generate statements for clients, and clients can generate their own statements in the client area — with configuration options to match your workflow.

Main Features

  • Account Statement in WHMCS — generate a financial statement summary from WHMCS data.
  • HTML statement view — quickly open and review the statement in the browser.
  • PDF export — download the statement as a PDF file.
  • Invoice coverage — includes paid, unpaid, and refunded invoices.
  • Transactions included — statement includes recorded WHMCS transactions.
  • Credits included — shows credit/balance-related activity in the statement.
  • Admin + Client availability — statement generation available for administrators and clients.
  • Flexible configuration — settings to adapt behavior to your needs.

How It Works

  1. User opens the Account Statement feature (Admin Area or Client Area).
  2. The addon collects WHMCS financial data (invoices, transactions, credits).
  3. The statement is generated and shown as an HTML page.
  4. (Optional) The user downloads the same statement as a PDF for records.

License

The PUQ Account Statement addon requires an active license for full functionality. The license is verified via PUQ Cloud license server and the result is cached (so the addon does not require a constant connection).

Module Documentation

https://doc.puq.info/books/account-statement-whmcs-addon/page/description

 

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Version Compatibility


Compatible with WHMCS v9.0

Full Version Compatibility


  • All versions of WHMCS v9.0
  • All versions of WHMCS v8.13
  • All versions of WHMCS v8.12
  • All versions of WHMCS v8.11
  • Selected versions of WHMCS v8.10
        8.10.0
  • Selected versions of WHMCS v8.9
        8.9.0
  • Selected versions of WHMCS v8.8
        8.8.0
  • All versions of WHMCS v8.7
  • All versions of WHMCS v8.6
  • All versions of WHMCS v8.5
  • All versions of WHMCS v8.4
  • All versions of WHMCS v8.3
  • All versions of WHMCS v8.2
  • All versions of WHMCS v8.1
  • All versions of WHMCS v8.0

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 PUQ sp. z o.o.

Changelog

v1.1 Released February 25th, 2026

Latest Version


Bug Fixes

  • Fixed "Call to undefined function puq_account_statement_LoadLang()" error on customer profile page

Improvements

  • All monetary values now consistently display with 2 decimal places (e.g., 0.00, 5.10 instead of 0 or 5.1)
  • Removed currency symbol from the Total column in statements for uniform formatting with Debit and Credit columns

New Features

  • Added "Show Payment Method" setting to control visibility of the Payment Method column in statements
  • When disabled, the Payment Method column is hidden across all views: admin preview, PDF exports, and CSV exports

 

Previous Versions


v1.0 Released February 18th, 2026

View/hide detailed changelog

First release.

New Features

  • Statement generation for individual clients with customizable date ranges
  • Invoice filtering by status: Paid, Unpaid, Refunded
  • Transaction and credit entry inclusion in statements
  • Payment method and product group filtering
  • Quick period presets: This Month, Last Month, This Year, Last Year
  • PDF export with multiple templates: Classic, Modern, Detailed (Portrait & Landscape)
  • CSV export for data analysis
  • PDF Style editor: typography, colors, display options, header/footer text, custom CSS
  • Saved statements archive with search, filter, and pagination
  • Bulk generation for multiple clients with progress tracking
  • Client filters for bulk: All Clients, By Client Group, By Country, With Unpaid Invoices
  • Scheduled automatic statement generation (Daily, Weekly, Monthly, Quarterly, Yearly)
  • Schedule management: create, edit, toggle, run now, delete
  • Client area self-service: view, generate, and download statements
  • Client area configurable permissions: PDF download, CSV download
  • Email delivery with PDF attachment using WHMCS email templates
  • Public shareable links with configurable expiry
  • Aging report for overdue invoice analysis
  • Dashboard with key metrics, quick generate, recent statements, upcoming schedules
  • Auto-cleanup of old saved statements
  • Configurable per-page pagination
  • Add to Billing Menu option for client area
  • AJAX-based interface with loading spinners on all actions
  • License verification system with online/offline modes
  • Dashboard accessible without active license, other pages restricted
  • Error logging via WHMCS logModuleCall
  • English language interface

 

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