PDF Style

Account Statement addon WHMCS

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The PDF Style page is available at: Addons > PUQ Account Statement > Configuration > PDF Style

This page allows you to customize the appearance and content of generated PDF statements.

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General

An informational note that PDF layout and orientation are determined by the PDF template selected in the Settings page. The Style editor controls visual appearance within the selected template.

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Typography

Setting	Description
Font Family	Choose the PDF font: Helvetica, Times, Courier, DejaVu Sans, Free Serif
Font Size	Base font size in points (6–24, default: 10)

Tip: Use DejaVu Sans or Free Serif for full Unicode character support (Cyrillic, Asian characters, etc.).

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Colors

Setting	Description
Primary Color	Main color used for headings, table headers, and accents (default: #337ab7)
Secondary Color	Secondary color for subtitles and less prominent text (default: #555555)
Header Background	Background color for table header rows (default: #f5f5f5)

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Display Options

Toggle which sections appear in the generated PDF:

Option	Description
Show Logo	Display the company logo at the top of the statement
Company Details	Show company name, address, and contact information
Client Details	Show client name, address, and contact information
Summary	Show the financial summary section (totals for invoices, transactions, credits)
Aging Report	Show the aging report section for overdue invoice analysis
Statement Table	Show the detailed statement table with individual line items
Balance	Show the running balance and final balance totals

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Custom Content

Setting	Description
Header Text	Custom text displayed at the top of the statement (below the logo/company info)
Footer Text	Custom text displayed at the bottom of the statement
Custom CSS	Additional CSS styles applied to the PDF. Use for fine-tuning fonts, spacing, borders, etc.

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Preview

Click the Preview button to generate a sample PDF with the current (unsaved) settings. This opens the PDF in a new browser tab so you can review changes before saving.

Note: The preview uses current unsaved settings, allowing you to experiment without affecting live statements.

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Saving

Click Save Template to save all style settings. These settings apply globally to all PDF statements generated by the module.

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PDF Template Examples

The module includes several built-in PDF templates. The template is selected in Settings > PDF Template.

Classic (Portrait)

Traditional bank statement layout with bordered table and alternating rows.

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Classic (Landscape)

Same classic layout in landscape orientation, showing more columns.

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Modern (Portrait)

Clean modern design with color-coded summary cards and running balance column.

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Detailed (Portrait)

Comprehensive layout with full company details, client information, and detailed transaction table.

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Modern (Landscape)

Modern layout in landscape orientation with expanded column space.

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Summary (Landscape)

Executive summary format with color-coded totals and compact transaction table.

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Custom PDF Templates

You can create custom PDF templates by adding .tpl files to the templates/pdf/ directory.

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Each template file must start with a PHP comment header that defines its metadata:

<?php
// Template: My Custom Template
// Orientation: P
// Paper: A4
// Description: My custom statement layout

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Template Header Fields

Field	Description
Template	Display name shown in the Settings dropdown
Orientation	P for Portrait, L for Landscape
Paper	Paper size: A4, Letter, etc.
Description	Optional description shown as tooltip

Available Template Variables

Templates receive the following variables:

Variable	Description
$config	Style settings (colors, fonts, display options) from the PDF Style page
$company	Company details (name, address, logo, tax info)
$statement	Statement data (client info, period, invoices, transactions, credits, summary)

After adding a new template file, it automatically appears in the Settings > PDF Template dropdown.