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