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 (56)

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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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yup you're right about that... our module stopped working a couple months later and we havent had time to fix, then saw the breach. In their defense they were on top of it and took ownership of the error, and to my knowledge fixed the issue. Happens to way bigger co's than theirs... That said I would much rather not rely on a 3rd party module.

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!!

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I would stay away from that company as well.

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.

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Yep terrible company, writes horrible buggy code and charges you every time they have to fix it.

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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.

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Sigh...6 years and still waiting...