WHMCS Feature Requests - Monthly Emailed PDF Statement

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.

RMPnet commented 30th July 14

For my clients I could do with the report showing a summary of any past due invoices if any and then any invoices/services/domains due for renewal in the next 30/60/90 days.

the 30/60/90 bit would be great, but just a single configurable future day range would still be great.

John Evans commented 30th July 14

Statements both hands up :-)

Steve Davis commented 19th June 14

Yes this would be very good.

innovot commented 18th June 14

Any news on when, or if, this will be implemented ?

wispr commented 8th November 13

Jeff is spot on above.

Jeff Kane commented 8th November 13

Absolutely. Manual and automatic statements are necessary for regular clients with numerous invoices and payments. When a client asks for one at present we have to produce something outside of WHMCS because the Account Statement option within the Admin panel is not appropriate for sending to the client.

A statement is actually more useful for B2B clients than the Invoice Payment Reminder option currently available.I think Matthew R's idea is excellent - a flag on each client to decide whether or not they receive monthly statements. That way it's totally flexible.

ahobach commented 30th May 13

To expand on this topic..

It would be nice to be able to add a section to the bottom of the PDF invoice to show UNPAID/OVERDUE invoices too.

Along with the option for the client statement to ONLY be emailed if there is a unpaid/past due invoice.

And possibly the option for a customer to generate the client statement from the client portal.

ahobach commented 5th May 13

This is a great idea.

It would also be helpful to modify the existing invoice templates to allow a notice for unpaid invoices and payments received.