Feature Requests
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Self Service Account Statement

24/7 Hosting NZ shared this idea 6 years ago
Declined

WHMCS needs a overall of the whole invoicing system along with statements etc. Either to follow along the lines of Xero and/or the ability to connect to Xero to allow Xero to generate invoices and manage them while being visible in WHMCS.

Clients with a single product is fine but when you have users with multiple products and a whole bunch of invoices it becomes a nightmare, the ability to send an statement like in Xero would help reduce some of the confusion and admin work.

Best Answer
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Client statements have existed in WHMCS since 2009 - the client statement can be accessed from within the client summary page in the admin area. Can you please clarify what it is you are looking for that the existing client summary statements do not provide?

We are looking for specific actions/functionality in order to improve this to the best of our ability.

Comments (6)

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More control over recurring invoice per product is a big need.

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A good idea. There is already a Xero module available from Edge Hosting and I use it. It is a buggy, but it works. Statements facility is essential

http://requests.whmcs.com/responses/monthly-emailed-pdf-statement

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Absolutely! Even if we have to manually generate them, a presentable document we can email would be a huge benefit.

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This is a must have in my opinion. The client side accounting when dealing with large companies that pay in the 10's of thousands of dollars per year or more, there is just not enough information for them. We are constantly having to run the report and deliver it to client. If the same information found in the "View Account Statement" from a customer's profile page, could be included in the client's area, this would be wonderful.

photo
1

Client statements have existed in WHMCS since 2009 - the client statement can be accessed from within the client summary page in the admin area. Can you please clarify what it is you are looking for that the existing client summary statements do not provide?

We are looking for specific actions/functionality in order to improve this to the best of our ability.