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  1. Blesta Core
  2. CORE-2797

Client Account Statement

        Details

        • Type: New Feature
        • Status: Open
        • Priority: Major
        • Resolution: Unresolved
        • Affects Version/s: 4.3.1
        • Fix Version/s: Short Term
        • Component/s: Staff Interface
        • Labels:
          None

          Description

          Add the ability to generate a Client Account Statement.

          On a Client Profile page, under Actions add a link called:

          • Account Statement

          Clicking the link will allow you to optionally enter a date range, defaulting to all time. Then, generate a report including all invoices and transactions showing what transactions are applied to what invoices and for how much, and what the overall account balance is.

          This could be generated in a table in the page with a PDF export option, or just go straight to generating a PDF.

          Optionally, now or in the feture, we may wish to include all services and their totals so that we can show total cost as well.

            Activity

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            admin Paul Phillips created issue -
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            jonathan Jonathan Reissmueller made changes -
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              People

              • Assignee:
                Unassigned
                Reporter:
                admin Paul Phillips
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                Dates

                • Created:
                  Updated: