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.

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.).

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)

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

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.

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.

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

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.