# Changelog

### Account Statement addon **[WHMCS](https://puqcloud.com/link.php?id=77)**
#####  [Order now](https://puqcloud.com/store/whmcs-addon-modules) | [Download](https://download.puqcloud.com/WHMCS/addons/PUQ_WHMCS-Account-Statement/) | [FAQ](https://community.puqcloud.com/)

## 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.

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## 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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