Saved Statements

Account Statement addon WHMCS
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The Saved Statements page is available at: Addons > PUQ Account Statement > Saved Statements
This page shows all previously saved account statements with filtering, pagination, and management tools.

05-saved-statements.png

Filters
The top panel provides search and filter options:

Filter
Description

Client
Search for a specific client by name or email (Select2 AJAX search)

Date From
Filter statements created from this date

Date To
Filter statements created up to this date

Generated By
Filter by generation method: All, Manual, Schedule, or Bulk

Click Filter to apply the filters and reload the results.

Statements Table
The main table lists saved statements with the following columns:

Column
Description

#
Statement ID

Client
Client name, company name, and email

Period
Statement date range (from — to)

Generated By
How the statement was created: manual, schedule, or bulk

Generated At
Timestamp when the statement was generated

Status
Badge: Active (green) or expired status

Actions
Action buttons (see below)

Actions Per Statement
Each statement row has the following action buttons:

Button
Icon
Description

PDF
file-pdf
Download/view the statement as PDF (opens in new tab)

CSV
file-csv
Download the statement data as CSV

Send
envelope
Send the statement to the client via email with PDF attachment

Copy Link
link
Generate a public shareable link and copy it to clipboard

Delete
trash
Delete the saved statement (requires confirmation)

Pagination
When there are more statements than the configured per-page limit (default: 25), pagination controls appear at the bottom of the table with page numbers and previous/next navigation.

Auto-Cleanup
Saved statements can be automatically deleted after a configurable number of days. This is set in Settings > Auto Cleanup Days. Set to 0 to disable auto-cleanup.