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.

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.