Bulk Generate

Account Statement addon WHMCS
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The Bulk Generate page is available at: Addons > PUQ Account Statement > Bulk Generate
This page allows you to generate statements for multiple clients at once with a single operation.

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Client Filter
Choose which clients to generate statements for:

Option
Description

All Clients
Generate for every client in the system

By Client Group
Filter by WHMCS client group (dropdown appears for selection)

By Country
Filter by client country (dropdown appears for selection)

With Unpaid Invoices
Only clients that have outstanding unpaid invoices

When selecting By Client Group or By Country, a dropdown field appears to select the specific group or country.

Date Range & Options
Date Range
Set the statement period using:

Date From / Date To — manual date inputs

Quick Period buttons — same presets as the Generate page (This Month, Last Month, This Year, Last Year)

The default period is set to Last Month.
Include Options
Same checkboxes as the Generate page:

Paid, Unpaid, Refunded, Transactions, Credits

Actions
Choose what to do with each generated statement:

Action
Description

Save to Archive
Save each statement to the saved statements archive (checked by default)

Send Email
Send each statement to the respective client via email with PDF attachment

Workflow
Step 1: Count Clients
Click Count Clients to see how many clients match your filter criteria. The result appears next to the button (e.g., "42 clients matched").
Step 2: Start Bulk Generate
After counting, the Start Bulk Generate button becomes enabled. Click it and confirm the operation.
Step 3: Monitor Progress
A progress bar appears showing:

Visual progress bar with percentage
Text counter: "X / Y clients processed"

The bulk operation processes clients in batches of 10 for optimal performance and to avoid timeouts.
Step 4: Review Results
After completion, a results panel shows:

Metric
Description

Clients Processed
Total number of clients processed

Statements Generated
Number of statements successfully created

Emails Sent
Number of emails sent (if email option was enabled)

Errors
Number of errors encountered during processing