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Monthly Emailed PDF Statement

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

406 Votes

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.

80 Comments

stef commented 16th June 15

sivehost what is the cost for your solution?

sivehost commented 27th May 15

innovot wrote:Agreed, and hope that has been remedied in v6.

If your business needs it now, you can have it now through our solution.

If your business does not need it now, then you can wait for WHMCS to release it as a basic feature some day.

sivehost commented 27th May 15

Andre wrote:Sivehost, there is no need to spam the same message over and over..

Sorry ma, just that my connection froze a couple of times and thought the message did not go through.

Attaching files did not work at all. So I kept on trying new ways of sharing.

innovot commented 27th May 15

sol2010 wrote:And also - whilst I'm sure you *paid for* solution is fine, why should I spend more money to get what should be a BASIC CORE feature of ANY billing system ??

Agreed, and hope that has been remedied in v6.

sol2010 commented 27th May 15

And also - whilst I'm sure you *paid for* solution is fine, why should I spend more money to get what should be a BASIC CORE feature of ANY billing system ??

Andre commented 27th May 15

Sivehost, there is no need to spam the same message over and over..

sivehost commented 27th May 15

We have a work-around solution to this.

Have a look at this link: http://africanlab.co.za/statement.png

and let us know if you are interested.

[img]http://africanlab.co.za/statement.png[/img]

Andre commented 9th March 15

Russ Michaels wrote:70 votes and 2 years later, and still nothing ?

Is there any feature request that actually was acted upon, ever? It seems obvious that WHMCS doesn't care about user requests whatsoever. Some feature requests have hundreds of votes, have been open for years without any sort of progress.

Russ Michaels commented 9th March 15

70 votes and 2 years later, and still nothing ?

ModulesGarden commented 17th November 14

Hello, Advanced Billing For WHMCS module might be the solution for you. Feel free to download the free trial and see for yourself. On the other hand, if you are looking for really advanced PDF reports and statement, the Report Generator For WHMCS might turn out to be a really good tool.

Richie Schut commented 18th October 16

I don't see anything on those products that sends a statement to the client once a month.

ModulesGarden commented 18th October 16

Rather than being the exact requested solution, we have suggested exploring these modules because they may serve as the facilitation for what both the original and further requests here have been aimed at.

Russ Michaels commented 18th October 16

Richie did you look at my module ?

Elyas Suleman commented 4th September 14

e should have a feature to be able to change the status of an Invoice to
something like "Bill on last day of month" which would then prevent
further invoices going out, prevent auto-suspension, renew the domain at
registrar and renew the hosting.

Then that would automatically generate a statement of invoices for each
client at the end of the month that would go to them stating that the
statement for this month has been generated and payment is now due.

Thulani Biyela commented 3rd September 14

My clients needs it all the time.

sitesme commented 1st September 14

This is a must for any good billing system.

sol2010 commented 12th August 14

@WHMCS Chris

Gary Hanley commented 31st July 14

We require this also - with so many clients on "account" they need constant reminders on just how much they owe.