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Changelog

Account Statement addon WHMCS

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v1.2 — 2026-06-05

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 — 2026-02-25

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 — 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
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