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.

When "Add to Billing Menu" is enabled, clients reach the page from Billing > Account Statement in the client area navigation:

22-client-billing-menu.png

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.

23-client-area-preview.png

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