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Monthly Emailed PDF Statement

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


406 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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sol2010 commented 14th January 13
I think this is an essential tool really. If account balance is zero - send nothing, otherwise, keep sending!

The manual send option would also be appreciated.
Marcel Paul Swart commented 20th January 17
These features are all included in this module... https://infinitycds.co.za/infinity-statements-whmcs/
grey commented 21st December 12
We would also like to see statements -- both automated and manual. In addition to an automated statement on a set date, we would like to be able to send upon demand as well as set a date range. For example, send a statement with all transactions between 9/1 and 10/31.