why account statement important in WHMCS
Account Statement Module
Get your Billing
Without Account Statement Module, user is worried about the paid / unpaid and past billing
transactions details and need to
track the billing.
Using Account Statement Module, It increases the usability of WHMCS where now a user has the ability to get any transaction statement in just one click.
How WHMCS admin can set PDF / Email Template Settings
Open “Addons => Account Statement” to setup the PDF paper size, font family, invoice
type and email template. When anyone will generate the statement, PDF page size and fonts will make statement visibility more attractive. So admin has options to set-up all these things as per your need and choices.
How to Generate PDF Statement and send manually to particular clients :
Open “Clients => View/Search Clients” menu and then select any client for which you want to generate statement.
You can get the client transactions accounts statement for the specified time period. You can open the default invoice view and a new “Statements” button will be visible there, just click that button, the system will ask you to select two dates for which period you want to send the statement. You can either download the statement in PDF format or can send to the client via email.
How admin can Generate PDF Statement in Client Area
Site owner to have first set the account statement link in their client area you can add anywhere link should be like this
Share this post on: