Monthly Emailed PDF Statement
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Rob Dokuchie shared this idea 12 years ago
- Payments/Billing
- 57 Comments
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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.
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.
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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'?
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.
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.
This is Basic Accounting 101
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.
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.
https://marketplace.whmcs.com/product/2450-account-statements-module
Will your addon need any changes for V8?
As it says in the notes, I did not code it and do not maintain it.
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.
#SortItWHMCS
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.
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!
For us all we need is the ability to generate a manual statement that we can send to a client as needed. The ability is already there to create the statement in the Reports area >Clients>Client Statement
When you run the report you get the list of due invoices and a total due (so far so good) but then when you create a 'printable version' which could then be easily converted to a PDF, you end up with a semi non customer friendly version.
This is where I think WHMCS could EASILY change the output to something that resembled a statement. Its actually pretty close - our logo shows up, the list if due invoice #s and balance owing on each, and a grand total.
Really ALL this needs is to remove some text at the top ("Client Account Register Balance. This report provides a statement of account for individual client accounts.") and add the client data, and you have a good enough statement IMO.
So if you WHMCS folks are reading this... PLEASE can you look at this option. I'm sure one of your techies could get this done in a couple hours. I would even be willing to pay them!!
We bought their 2Checkout API token module which, at first, looks great and it works relatively well. However, and still without any explanation, one of our clients was charged a setup fee of his service during a yearly renewal. To make it worse, the client never saw the setup amount anywhere and neither did we. Example, if the service is $300/y, and setup $99 (one time fee at the beginning), the client got charged $399 on his credit card but the invoice shows just $300. This proves that the plugin is grabbing that setup fee for somewhere where they shouldn’t.
We only found about this when the client complained and he was doubting about our integrity, thinking that we were scamming him. I obviously deleted their code right away and never used it again.