Admin Area

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As an administrator, you have access to generate an account statement through the client's profile in the "Invoices" tab. To generate an account statement, follow the steps below:

1. Log in to your WHMCS admin area.
2. Navigate to the client's profile for whom you want to generate the account statement.
3. Click on the "Invoices" tab within the client's profile.

Generating the Account Statement:

1. Specify the desired date range for the account statement by entering the start and end dates in the provided field.

2. Select the data you want to include in the account statement. You can choose from the following options:

   • Paid Invoices
   • Unpaid Invoices
   • Refun
   • ded Invoices
   • Transactions
   • Credits

3. Once you have selected the desired options, click on the "View" or "Download PDF" button.

   • If you click "View," the account statement will be displayed as an HTML page.
   • If you click "Download PDF," the account statement will be generated as a downloadable PDF file.

4. Review the generated account statement, which will include the selected data within the specified date range.

Note: The account statement provides a comprehensive overview of the client's financial activity based on the selected criteria.

By following these steps, you can generate and view/download the account statement for the selected client, allowing you to review their financial information and activity within the specified date range.