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Monthly Emailed PDF Statement

  • Rob Dokuchie shared this idea 13 years ago
  • Payments/Billing
  • 60 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.

81 Comments

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HappyHorse AI commented 3 days ago
This would be incredibly helpful for small creative businesses using WHMCS to sell digital products. For example, a service like https://www.perler-beads.org that sells AI-generated bead pattern downloads would benefit greatly from automated monthly PDF statements — customers who purchase multiple pattern packs each month need a consolidated view of their orders rather than individual invoice emails.
nichoooo commented 2 months ago
Automation is great. I use ai image tools to improve my professional reports..Related Links: https://genimg.org/ai-image-tools
drewgrant commented 17th January
Honestly, if they could add features for more customization, that’d be a game-changer. Clients often miss details without proper reminders, so having all due dates and invoice numbers included is crucial. I'm sure there's tech out there that could streamline this whole process. Check this out for something that might help manage it better. https://nanoedit.art
drewgrant commented 17th January
A monthly statement like that sounds essential, especially for tracking overdue payments. It's frustrating when clients don't pay on time. I wish there was a tool that could automate these email reminders. You know, a tool like this one could be useful for generating those reports. https://randompokegen.cc
Websavers commented 12th November 23
Isn't the following idea a better solution for this? https://requests.whmcs.com/idea/allow-single-monthly-invoice-for-all-servicesdomains

Since WHMCS already has an invoice to PDF generator, doesn't the 'single monthly invoice' request then accomplish the same goals as what is requested here? I realize that a statement isn't 100% identical to an invoice, but isn't a 'single monthly invoice' a more straightforward solution to the issues that make people want a 'monthly emailed pdf statement'?
KJ commented 24th December 23
With the invoice solution mentioned on that other request, we will probably have issues with clients who do not wish to renew all services/domains listed.

For example, let's say you have a reseller with 200+ domains who will most certainly have many domains expiring each month. If in month X he doesn't wish to renew 3 out of 10 domains, wouldn't his invoice be unpaid considering that he will pay for only 7 out of 10? This is an issue you have with invoices instead of statements and it would require to manually take care of the invoices every month in order to delete unwanted domains/services.
xxxmicrobexxx commented 4th April 24
I can't seem to reply to KJ's comment, which was posted 4 months ago, but I just received an email notification :P

But a solution is that a single monthly invoice is an option that can be disabled for individual customers. Heck, maybe it could be granularly controlled per customer: domains or various services could be enabled or disabled individually

But don't get your hopes up.
biovolt commented 6th April 24
It is not the same thing. If a customer disputes their payments you need to be able to send them a statement.
This is Basic Accounting 101
Websavers commented 3rd March 25
@biovolt - I would argue that the 'single monthly invoice' feature request is closer to this feature request than what you're referring to. Both of them explicitly describe it being an automated monthly email. Your request is for a manually sent statement, sent out upon request. The underlying work to complete both would be similar, but the manner in which each is sent would be different.
Christopher Olsen commented 22nd October 23
I also agree we need a viable solution for statements as for our location; all businesses provide statements to their customers for any outstanding money owed as sometimes payment terms are 60 days.

Also, be aware of the company that is mentioned below in the post by RodB commented at 22nd April 19. I purchased their product and it does not operate on v8.5.3. No response from support.
KJ commented 12th October 23
If a client has more than 100 domains, he receives multiple invoice emails every month. This can tire, confuse or even frustrate him very easily.

Ideally, it would be best to send just 1 invoice either at the start, or at the end or at a specific date of every month where all of his expiring services and domains are being displayed.

Large domain registrars are already using this method and are sending only 1 invoice at the end of them month to their resellers.
Richie commented 12th September 21
Why does a client need a statemt to show what they owe? Outstanding invoices already show that surely?
xxxmicrobexxx commented 23rd September 21
Because sometimes, because of the clumsy way WHMCS handles invoices for multiple products, a client receives several invoices during a month. Receiving a monthly statement should invoiced amounts and also monies received with a final balance due.
Christopher Olsen commented 4th April 24
Because its good business to keep disorganised customers up to date with outstanding amounts.
Russ Michaels commented 29th September 20
its not even like they need to write it from scratch. They could use the open course code I had developed which is now on bitbucket.
Will Barraclough commented 30th September 20
Can you tell me more? I bought one but it doesn't seem to be being kept up to date.
Barco commented 30th September 20
@Russ Can you provide us with a link to your repository? I've reached for it but am unable to find it.
Russ Michaels commented 30th September 20
the marketplace page links directly to the repository
https://marketplace.whmcs.com/product/2450-account-statements-module
xxxmicrobexxx commented 30th September 20
@Russ Michaels, thanks for this. I have just installed it and found a typo that I have fixed in bitbucket.

Will your addon need any changes for V8?
Russ Michaels commented 1st October 20
You will need to speak with a developer to find that out.
As it says in the notes, I did not code it and do not maintain it.
Barco commented 23rd September 20
I've used plugins but this feature is not always implemented correctly and plugins disappear (even paid ones).

Would be great to finally see a feature like this in the core. @xxxmicrobexxx I feel you also been waiting for this core feature for 7years.
Omega Prime commented 22nd September 20
WOW. At this point, they should either close this part of the forum, or let's aim for 10 years. How many major versions have been released in 7 years. They should at least comment that its in consideration, or will never happen and close the topic. Just leave everyone guessing and hoping year after year like Presidential elections or Birthday presents!!! :)
Will Barraclough commented 22nd September 20
It seems most of the updates recently promote Market Connect and App Integration... all of which make WHMCS more money, meanwhile, useful elements like this that users should have covered with their monthly subscription get sidelined...

#SortItWHMCS
xxxmicrobexxx commented 22nd September 20
7 years
Cristian Beckerle commented 22nd September 20
Cheers!
xxxmicrobexxx commented 12th October 19
Sigh...6 years and still waiting...
RogerW commented 26th April 19
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.