Description

Account Statement addon WHMCS

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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
Clear Outstanding Balance — the closing balance shows exactly how much the client owes (negative = owed) and ties out with the Debit/Credit columns; Account Credit is shown as a separate figure
Multilingual Statements — PDF, preview, and CSV are generated in the client's own language (falling back to system language, then English), translated across 25 languages
WHMCS Date Format — statement dates follow your WHMCS Global Date Format
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)
Multilingual interface — admin and client area available in 25 languages

System Requirements

Requirement	Minimum
WHMCS	8.x, 9.x
PHP	7.4, 8.1, 8.2+
ionCube Loader	v13 or newer (v14, v15)

The module ships as separate ionCube-encoded builds per PHP version. Pick the build that matches your PHP:

WHMCS	Supported PHP	Build to use
WHMCS 8	7.4, 8.1, 8.2	`php74`, `php81`, or `php82` (match your PHP)
WHMCS 9	8.2+	`php82`

For any PHP 8.2 or newer, always use the php82 build.