Settings

Account Statement addon WHMCS
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The Settings page is available at: Addons > PUQ Account Statement > Configuration > Settings
This page controls the module's global settings including client area access, defaults, PDF template selection, email configuration, and advanced options.

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General

Setting
Description

Enable Client Area
Allow clients to access the Account Statement page in the client area

Add to Billing Menu
Show an "Account Statement" link in the client area billing navigation menu

Show Payment Method
Show the payment method / gateway column in statements (admin preview, PDF, and CSV). Disable to hide it everywhere

Show Open Balance
Show the Open Balance line on statements. Disable to show only the Account Credit and Closing (amount owed) figures

Defaults
Default Date Range
Set the default date range preset that is used when a client opens the statement page:

Option
Period

This Month
First to last day of the current month

Last Month
First to last day of the previous month

This Quarter
First day of current quarter to today

Last Quarter
First to last day of the previous quarter

This Year
January 1 to December 31 of current year

Last Year
January 1 to December 31 of previous year

Default Include Options
Set which financial data types are included by default when generating statements:

Paid
Unpaid
Refunded
Transactions
Credits

PDF Template

Setting
Description

PDF Template
Select the PDF layout template for generating statements. Available templates include Classic, Modern, Detailed — in Portrait or Landscape orientation

The dropdown is dynamically populated from template files in the templates/pdf/ directory. Each option shows the template name and orientation.

Client Area

Setting
Description

Client Area URL
The direct link to the client area statement page (read-only, with copy button)

Client Can Download PDF
Allow clients to download PDF versions of their statements

Client Can Download CSV
Allow clients to download CSV versions of their statements

Email

Setting
Description

Email Template
Select which WHMCS email template to use when sending statements to clients

Create (+)
Click the + button to create the default "Account Statement" email template in WHMCS if it doesn't exist yet

The dropdown is populated with all available WHMCS General email templates.
Email Example
When a statement is sent to a client (manually, via bulk, or via schedule), they receive an email with a PDF attachment and a summary of the statement:

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The email includes:

PDF statement as attachment
Statement period
Summary table with paid/unpaid invoices, credits, account credit, and the closing balance (amount owed)
Link to view the statement online

Advanced

Setting
Description

Statement Expiry Days
Number of days before shared statement links expire. Set to 0 for links that never expire (default: 30)

Auto Cleanup Days
Automatically delete saved statements older than this many days. Set to 0 to disable auto-cleanup (default: 90)

Per Page
Number of records per page in statement lists (5–100, default: 25)

Saving
Click Save Settings to save all configuration changes.