Description

Account Statement addon WHMCS

Order now | Download | FAQ

PUQ Account Statement — WHMCS Addon

PUQ Account Statement is an addon module for WHMCS that generates comprehensive financial statements for clients. It consolidates invoices, transactions, and credits into detailed account statements with PDF and CSV export, scheduled automatic generation, bulk processing, and client area self-service access.

Key Features

Statement Generation — generate detailed financial statements for any client with customizable date ranges and filters
Multiple Export Formats — export statements as PDF or CSV files
Customizable PDF Templates — choose from multiple PDF layouts (Classic, Modern, Detailed) in Portrait or Landscape orientation
PDF Style Editor — customize typography, colors, display options, header/footer text, and custom CSS
Saved Statements Archive — save generated statements for future reference with search and filter capabilities
Bulk Generation — generate statements for multiple clients at once, filtered by client group, country, or unpaid invoices
Scheduled Generation — automate statement generation with configurable schedules (daily, weekly, monthly, quarterly, yearly)
Client Area Access — allow clients to view, generate, and download their own statements
Email Delivery — send statements to clients via email with PDF attachment using customizable WHMCS email templates
Public Shareable Links — generate expiring public links to share statements externally
Aging Report — include overdue invoice aging analysis in statements
Invoice Filtering — filter by payment status (paid, unpaid, refunded), payment methods, and product groups
Transaction & Credit Tracking — include transactions and credit entries in statements
Quick Period Selection — one-click date range presets (This Month, Last Month, This Year, Last Year)
Dashboard — overview with key metrics, quick generate, recent statements, and upcoming schedules
License system — online/offline license verification with graceful degradation (dashboard remains accessible without a license)
English language interface

System Requirements

Requirement	Minimum
WHMCS	8.x, 9.x
PHP	8.1, 8.2+
ionCube Loader	v13 or newer (v14, v15)