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 (48)

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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.

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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.

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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.