Schedule Editor

Account Statement addon 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.

08-schedule-edit.png

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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 Month, Last Quarter, Last Year, or Custom

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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.

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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)

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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

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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.