# Schedule Editor

### PUQ Account Statement module **[WHMCS](https://puqcloud.com/link.php?id=77)**
##### [Order now](https://puqcloud.com/whmcs-addon-puq-account-statement.php) | [Download](https://download.puqcloud.com/WHMCS/addons/PUQ_WHMCS-Account-Statement/) | [Community](https://community.puqcloud.com/)

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](https://doc.puq.info/uploads/images/gallery/2026-09/embedded-image-mv0qmbhn.png)
*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 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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