Feature Requests
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Monthly Emailed PDF Statement

Rob Dokuchie shared this idea 6 years ago
Under Consideration

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.

Comments (52)

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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.

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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!

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I cannot recomend that at all, that company has been responcible for a massive amount of data breaches due to bedly writted code.

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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.