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Monthly Emailed PDF Statement

  • Rob Dokuchie shared this idea 13 years ago
  • Payments/Billing
  • 62 Comments


409 Votes
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We need a monthly statement showing what a client owes and need to be able to dictate the date each month it gets emailed out.

It should show which are overdue, and which are just owing. With due dates and invoice numbers showing too.

We also need the emails to continue monthly until nothing is owing.

83 Comments

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xxxmicrobexxx commented 12th October 19
Sigh...6 years and still waiting...
RogerW commented 26th April 19
If this gets developed. Please can this feature have a toggle to turn off?
We used to send client statements, but several clients provided feedback, that they did not want statements. Therefore some WHMCS may need the ability to toggle off statements.
RodB commented 22nd April 19
since WHMCS won't add a statement tool we sourced one out and this one has worked well for us - whmcsglobalservices.com/account-statement-module

If you have this company add the plugin tell them to be sure to NOT accidently send out the statement to all your clients at one time (like they did for us).

Plugin works well for our needs and is able to be customized. WE are not resellers of this product just hope to help the many others that need this feature like we did!
Anthony Smith commented 22nd April 19
I cannot recomend that at all, that company has been responcible for a massive amount of data breaches due to bedly writted code.
RodB commented 11th September 19
yup you're right about that... our module stopped working a couple months later and we havent had time to fix, then saw the breach. In their defense they were on top of it and took ownership of the error, and to my knowledge fixed the issue. Happens to way bigger co's than theirs... That said I would much rather not rely on a 3rd party module.

For us all we need is the ability to generate a manual statement that we can send to a client as needed. The ability is already there to create the statement in the Reports area >Clients>Client Statement

When you run the report you get the list of due invoices and a total due (so far so good) but then when you create a 'printable version' which could then be easily converted to a PDF, you end up with a semi non customer friendly version.

This is where I think WHMCS could EASILY change the output to something that resembled a statement. Its actually pretty close - our logo shows up, the list if due invoice #s and balance owing on each, and a grand total.

Really ALL this needs is to remove some text at the top ("Client Account Register Balance. This report provides a statement of account for individual client accounts.") and add the client data, and you have a good enough statement IMO.

So if you WHMCS folks are reading this... PLEASE can you look at this option. I'm sure one of your techies could get this done in a couple hours. I would even be willing to pay them!!
sitesme commented 11th September 19
I would stay away from that company as well.
We bought their 2Checkout API token module which, at first, looks great and it works relatively well. However, and still without any explanation, one of our clients was charged a setup fee of his service during a yearly renewal. To make it worse, the client never saw the setup amount anywhere and neither did we. Example, if the service is $300/y, and setup $99 (one time fee at the beginning), the client got charged $399 on his credit card but the invoice shows just $300. This proves that the plugin is grabbing that setup fee for somewhere where they shouldn’t.
We only found about this when the client complained and he was doubting about our integrity, thinking that we were scamming him. I obviously deleted their code right away and never used it again.
Russ Michaels commented 11th September 19
Yep terrible company, writes horrible buggy code and charges you every time they have to fix it.
Abhi Patel commented 8th April 19
A lot of my clients look for yearly account statements. So it will be good to have a yearly statement option that client & admins can download.
Eric K. Miller commented 6th January 19
RodB - Agreed. Hard to imagine how a billing system would not have a way for customers to generate a statement, much less have it auto-generated when an invoice is outstanding. Even if it was only available to clients in the client portal, at least someone could print a clunky web page version of the statement. This should have been available in version 1.0 of WHMCS, honestly.
RodB commented 19th June 18
even just a simple option to manually create a basic statement (with same layout as an invoice) - I can't understand why an invoicing system wouldn't have such an important and basic option like this - I mean its already there in the reports area...just make the output option better - as a PDF or ?? and a cleaner format... cmon folks this is a '101' feature and I would guess most ppl need it.
Barco commented 10th April 17
A module seems to be a good fit. Just spoke to Marcel from Infinitycds. Their site is being upgraded so the link is down at present. The module is still available for sale and under active development.
Marcel Paul Swart commented 20th January 17
There is a module for exactly this... https://infinitycds.co.za/infinity-statements-whmcs/
Ian Turner commented 18th November 16
WHMCS si by far the best account management system for Web Hosts. Adding a feature where we can email a PDF statement of account to clients every month and having the ability for clients to create their own statements in their account portal is a standard feature of every billing system. WHMCS needs to incorporate this feature. I figured it would be in their by now.
sol2010 commented 4th August 16
I use Xero accounting system and that does provide client statements, however, it is not at all as powerful as a monthly statment direct from the billing engine itself. This request is now 3 years old.
Steve M commented 30th July 16
Some of our clients request for these, it would be also good if that report shows the client information (name etc ) in the header as currently i only have a client id, which the client is not even aware of.
Donovan commented 9th July 16
We second this feature to be added
to the next update as we get too many clients requesting monthly statements.
Currently its becoming too much work to handle all the request on a monthly basis,
should this feature not be included we might as well hire someone full time in
our accounts department to conduct this duty.
Upon purchasing WHMCS right in the beginning we were under the impression that
WHCMS was a fully automated billing software, which currently this seems to
have faded away...
Please include this feature!!
sol2010 commented 8th July 16
At least a "view statement" option on the client side would be useful. It simply needs to show the services, amounts paid and amounts outstanding. Would have thought it would be straightforward to add this, but as with anyuthing WHMCS it takes an eon or two for any movement!
Richie Schut commented 20th May 16
Why is this not done yet? This is a basic need for all billing software.
bluesteam commented 9th April 16
I still cannot believe that WHMCS doesnt have this feature! WHMCS is a billing system and every billing system that I know has an automated statement generator and notification system for the clients. This is one feature that has been neglected since version 1!