How to Schedule Auto Account Statements in WHMCS?
Account statement serves several important purposes as they provide a proper record of the customer’s transactions. The customer can further check for any unauthorized charges or any errors.
In the absence of any module such as account statement, the user generally worries about the paid/unpaid as well as the details of the past billing transactions.
There’s a missing feature in the default WHMCS as the ability to generate or schedule account statements. In the same case, the client starts raising tickets unnecessarily to admin to share their account statement. Viewing it as a quite waste of time, it becomes difficult for the admin to serve several tickets.
Keeping in mind all of the above points, we have created an extraordinary account statement module for WHMCS users.
Our account statement WHMCS module provides a convenient, quick as well as an environmentally friendly way to get you the proper statements.You can easily access it through WHMCS Billing system. So, it’s in your hands to increase the usability of WHMCS where a user can get the transaction statement in just a single click.
How the account statement module helps the web hosting companies?
1. It avoids the repetitive requests generated by the customers as this module allows them to download their account statement for the specific time frame via their account panel.
2. Admin can have a choice to send bulk account statements to their customers of the specific time period.
3. Admin has the ability to schedule auto account statements monthly, quarterly, annually or some specific day via the mail to their customer. So, it helps in scheduling the automated account statements to their users.
4. With the help of our account statement module, you can have the fully customizable pdf file where you can change fonts, paper size from the backend admin panel. You can even check whether you want to receive the details of the invoice with paid as well as unpaid transactions within the settings. So, generate past billing transaction wherever you are and at any time.