Client Area

Account Statement addon WHMCS

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This page describes the client-facing Account Statement functionality available in the WHMCS client area.

Accessing the Client Area Page

Clients can access their Account Statement page in two ways:

Direct URL — navigate to https://your-whmcs.com/index.php?m=puq_account_statement
Billing Menu — if "Add to Billing Menu" is enabled in Settings, a link appears in the client area billing navigation

Note: The client area page is only available when "Enable Client Area" is checked in the module Settings.

Client Area — account statement generation and saved statements 11-client-area.png

Generate Statement

The top section allows clients to generate their own account statements:

Date Range

Date From / Date To — manual date pickers
Quick Period buttons — one-click presets: This Month, Last Month, This Year, Last Year

Include Options

Checkboxes to select what financial data to include:

Paid, Unpaid, Refunded, Transactions, Credits

Action Buttons

Button	Description	Visibility
View	Generate and display the statement preview inline	Always visible
Download PDF	Download the statement as a PDF file	Only if "Client Can Download PDF" is enabled in Settings
Download CSV	Download the statement data as a CSV file	Only if "Client Can Download CSV" is enabled in Settings

Statement Preview

After clicking View, the generated statement is displayed inline below the form. The preview shows the same rendered HTML statement that administrators see.

Saved Statements

The bottom section shows the client's previously saved statements (generated by admin, schedule, or bulk operations):

Column	Description
Date	When the statement was generated
Period	Statement date range (from — to)
Generated By	How the statement was created: manual, schedule, or bulk
Actions	Download buttons and view link

Actions Per Saved Statement

Button	Description	Visibility
PDF	Download the statement as PDF	Always visible
CSV	Download the statement as CSV	Only if "Client Can Download CSV" is enabled
View	Open the statement via public link (if available)	Only if statement has an access hash

Pagination

When there are multiple pages of saved statements, pagination controls appear below the table with page numbers and previous/next navigation.

Important Notes

Clients can only see their own statements — all requests are filtered by the logged-in client's ID
The client area uses Bootstrap 4 styling (WHMCS client area) rather than Bootstrap 3 (admin area)
Download buttons (PDF/CSV) respect the permission settings configured in the admin Settings page
The statement is generated with the client's configured currency