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Schedule Editor

PUQ Account Statement module WHMCS

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The Schedule Editor page is available at: Addons > PUQ Account Statement > Schedules > Add Schedule (or click Edit on an existing schedule)

This page allows you to create or edit an automated statement generation schedule.

Schedule Editor — configure automated statement generation 08-schedule-edit.png

General Settings

Setting Description
Name A descriptive name for the schedule (e.g., "Monthly Client Statements")
Frequency How often the schedule runs: Daily, Weekly, Monthly, Quarterly, Yearly
Period Type What period the statement covers: Last Week, Last Month, Last Quarter, Last Year, All Time, or All Unpaid Invoices

[!TIP] All Unpaid Invoices Period Type: Choosing All Unpaid Invoices sets the statement to cover all unpaid and overdue invoices regardless of when they were issued (from 1970-01-01 to current date). This ensures clients with unpaid invoices from any prior or current year (e.g., 2025, 2026, 2027) will see all their outstanding balances in one clean statement. Pair this with the With Unpaid Invoices client filter and check only Unpaid under Include Options.

Client Filter

Choose which clients receive statements when the schedule runs:

Filter Description
All Clients Generate for every client
By Client Group Only clients in a specific WHMCS client group
By Country Only clients from a specific country
With Unpaid Invoices Only clients with outstanding invoices

When selecting By Client Group or By Country, a text field appears to enter the filter value.

Include Options

Configure what financial data to include in the generated statements:

  • Paid — include paid invoices
  • Unpaid — include unpaid invoices
  • Refunded — include refunded invoices
  • Transactions — include payment transactions
  • Credits — include credit entries

Advanced Filters

Filter Description
Payment Methods Only include invoices paid via specific gateways (multi-select, leave empty for all)
Product Groups Only include invoices for specific product groups (multi-select, leave empty for all)

Output

Configure what happens with each generated statement:

Option Description
Save to Archive Save the statement to the saved statements archive (checked by default)
Send Email Send the statement to the client via email with PDF attachment

Saving

Click Save Schedule to create or update the schedule. After saving a new schedule, the page reloads with the schedule ID in the URL for future editing.

Click Cancel to return to the schedules list without saving.

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