PUQ Account Statement addon

PUQ Account Statement addon

Developed By PUQ Software

Compatible with WHMCS v9.0

PUQ Account Statement is an addon module for WHMCS that generates comprehensive financial statements for clients. It consolidates invoices, transactions, and credits into detailed account statements with PDF and CSV export, scheduled automatic generation, bulk processing, and client area self-service access.

Key Features

  • Statement Generation — generate detailed financial statements for any client with customizable date ranges and filters
  • Clear Outstanding Balance — the closing balance shows exactly how much the client owes (negative = owed) and ties out with the Debit/Credit columns; Account Credit is shown as a separate figure
  • Multilingual Statements — PDF, preview, and CSV are generated in the client's own language (falling back to system language, then English), translated across 26 languages
  • WHMCS Date Format — statement dates follow your WHMCS Global Date Format
  • Multiple Export Formats — export statements as PDF or CSV files
  • Customizable PDF Templates — choose from multiple PDF layouts (Classic, Modern, Detailed) in Portrait or Landscape orientation
  • PDF Style Editor — customize typography, colors, display options, header/footer text, and custom CSS
  • Saved Statements Archive — save generated statements for future reference with search and filter capabilities
  • Bulk Generation — generate statements for multiple clients at once, filtered by client group, country, or unpaid invoices
  • Scheduled Generation — automate statement generation with configurable schedules (daily, weekly, monthly, quarterly, yearly), including automated "All Unpaid Invoices" recurring reminders across all years
  • Client Area Access — allow clients to view, generate, and download their own statements
  • Email Delivery — send statements to clients via email with PDF attachment using customizable WHMCS email templates
  • Public Shareable Links — generate expiring public links to share statements externally
  • Aging Report — include overdue invoice aging analysis in statements
  • Invoice Filtering — filter by payment status (paid, unpaid, refunded), payment methods, and product groups
  • Transaction & Credit Tracking — include transactions and credit entries in statements
  • Quick Period Selection — one-click date range presets (This Month, Last Month, This Year, Last Year, All Time)
  • Database Schema Verification — built-in maintenance tool to inspect and non-destructively upgrade module tables and columns
  • Dashboard — overview with key metrics, quick generate, recent statements, and upcoming schedules
  • License system — online/offline license verification with graceful degradation (dashboard remains accessible without a license)
  • Multilingual interface — admin and client area available in 26 languages

System Requirements

Requirement Minimum WHMCS 8.x+, 9.x+ PHP 7.4, 8.1, 8.2, 8.3, 8.4 ionCube Loader v15+

Module Components

Component Type Directory Addon Module puq_account_statement modules/addons/puq_account_statement/

Links

  • Product page: https://puqcloud.com/whmcs-addon-puq-account-statement.php
  • Documentation: https://doc.puq.info/books/account-statement-whmcs-addon
  • Support: https://puqcloud.com/submitticket.php
  • Community: https://community.puqcloud.com/

 

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Version Compatibility


Compatible with WHMCS v9.0

Full Version Compatibility


  • Selected versions of WHMCS v9.0
        9.0.0 - 9.0.8
  • 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

System Requirements


  • WHMCS: 8.x+, 9.x+
  • PHP: 7.4, 8.1, 8.2, 8.3, 8.4
  • ionCube Loader: v15+

* Requirements listed are in addition to the WHMCS default system requirements.

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 Software

Changelog

v4.0.0 Released September 18th, 2026

Latest Version


Major Architecture & Compatibility Upgrade

  • Universal ionCube Loader v15 Support: Fully encoded with the latest ionCube 15 compiler, guaranteeing seamless execution across PHP 7.4, 8.1, 8.2, 8.3, and 8.4 environments.
  • Unencoded Hooks Architecture (v4.0.0 Standard): Refactored hooks.php into an open, unencoded entrypoint delegating to lib/puqAccountStatementHooks.php with robust \Throwable error isolation and module logging.
  • WHMCS 8.x & WHMCS 9+ Compatibility: Modernized database queries and hook registrations for complete compatibility with current and upcoming WHMCS releases.
  • Performance & Reliability Improvements: Streamlined cron scheduling, automated statement cleanup, and client summary tab rendering.

New Features & Enhancements

  • "All Unpaid Invoices" Period Selection in Schedules: Added automated "All Unpaid Invoices" (all_unpaid) period option in Schedules. The module automatically scans all unpaid and overdue invoices across all years (from 1970-01-01 to current date), ensuring outstanding balances from prior or future years (2025, 2026, 2027+) are never missed.
  • Automated Empty Statement Suppression: When generating or scheduling statements targeting unpaid invoices, the module automatically skips clients with zero unpaid balances, preventing blank emails from being sent.
  • Interactive Database Verification Tool: Added a "Check and Update Database Schema" maintenance tool in Module Settings to non-destructively inspect tables and automatically add missing columns during upgrades.
  • "All Time" Quick Period Preset: Added "All Time" period button in Manual Generation and Bulk Generation to instantly select the full history from account inception to current date.
  • In-Memory Email Attachment Delivery: Enhanced bulk statement email delivery by handing PDF attachments directly in-memory to the WHMCS mail pipeline via EmailPreSend, preventing dropped attachments on shared filesystems.
  • Localized WHMCS System Descriptions: Automated localization for native WHMCS transaction and credit descriptions (e.g. Invoice Payment, Credit Applied to Invoice, Credit Removed, Reason: Order status changed to Cancelled, Overpayment, Mass Invoice Payment Credit for Invoice).
  • Complete 26-Language Localization: Added translations for all new schedule and database maintenance strings across all 26 supported language files.
  • Template Scanner Refinement: PDF template discovery now ignores draft and hidden files starting with _ or . (e.g. _classic.tpl), avoiding duplicate or confusing template selections.
  • Documentation Fixes & Updated Screenshots: Corrected BookStack canonical documentation links and updated administrative screenshots for Schedule Editor and Settings.

 

Previous Versions


v1.2 Released June 5th, 2026

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The clarity update. Your customers now see, at a glance, exactly how much they owe ? in their own language and in your date format.

New Features

  • Real outstanding balance. The Closing Balance now reflects what the customer actually owes (negative = owed), and it ties out perfectly with the Debit and Credit columns of the statement. No more confusing $0.00 closing balances when there are unpaid invoices.
  • Account Credit shown separately. Statements now display both the client's Account Credit and the amount owed, so the two are never mixed up.
  • Carry-forward opening balance. The Open Balance now includes outstanding invoices from before the statement period ? perfect for statements that start mid-history.
  • Multilingual statements. PDF, on-screen preview, and CSV exports are now generated in the client's own language, with automatic fallback to your system language and then English. Fully translated across 25 languages.
  • "Show Open Balance" setting. Hide the Open Balance line entirely if you only want to show the amount owed.

Improvements

  • Dates follow your WHMCS Global Date Format. Statement dates now respect the format configured in WHMCS (e.g. DD/MM/YYYY) instead of a fixed format.
  • Smarter client search. The admin client search now matches first name + last name together (in any order), as well as company, email, or client ID.
  • Client area language. The client area now displays in the logged-in customer's own language.
  • CSV summary fixed & expanded. The CSV summary section now shows correct values (including Account Credit and amount owed) and is included with emailed/attached exports.

Bug Fixes

  • Fixed the running-balance column in the Detailed PDF template (it previously never updated and used the wrong sign).
  • Fixed mixed-language output where the statement preview and PDF stayed in English regardless of the selected language.

 

v1.1 Released February 25th, 2026

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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

 

v1.0 Released February 18th, 2026

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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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