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