Changelog

Account Statement addon WHMCS

Order now | Download | FAQ

v1.0 — 2026-02-18

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