Creating a report that shows total amount owing by all clients?

[meagan0129418]

Hi! At my previous job we used Freshbooks, where I could see a list of clients who were overdue.

It also lists how much they owe, how long they have owed you, and which clients owe you the most.

More details here: https://www.freshbooks.com/hub/reports/accounts-aging

My current employer uses WHMCS for all billing and reports - is there any way to recreate this?

I'm not the most technical person, so if you could EL15 that would be very helpful!

Thanks in advance.

 

[web2008]

Is this what you are looking for?

https://www.plambee.de/en/whmcs-modules/credit-overview-module/

 

[brian!]

1 hour ago, web2008 said:

Is this what you are looking for?

I suspect the OP is thinking more along the lines of totalling unpaid/overdue invoices per client as opposed to their credit balance (which can be viewed from the built-in clients report anyway).

[web2008]

Sorry, I misunderstood!

The following can show unpaid invoices:

https://www.modulesgarden.com/products/whmcs/report-generator

 

[brian!]

1 minute ago, web2008 said:

Sorry, I misunderstood! 

we've all done that with questions lol. 🙂

personally, I think buying a $100 per year addon is a little overkill when the OP only needs a relatively simple specific report...

the 9 year-old report below still works - ultimately (e.g one day!) it will need updating, but it could be a starting point for the OP.

[web2008]

Don't know how it is with all countries and accounting, but in my country, you have to show every single invoice in the report and not just a total. 

In addition, one must also document prepayments / overpayments, ie Credit Overview, which I first referred to.

After all, WHMCS is not exactly good at reporting and it seems strange after so many years that this has not been prioritized, because it is quite a job to get the annual accounts correct every year and reporting should have been made much easier

[brian!]

14 minutes ago, web2008 said:

Don't know how it is with all countries and accounting, but in my country, you have to show every single invoice in the report and not just a total. 

I was assuming it was just for the OP's use, e.g to quickly see which clients owed money etc, rather than a formal report to be submitted to a tax authority / accountant.

18 minutes ago, web2008 said:

After all, WHMCS is not exactly good at reporting

it's not exactly good at a lot of things... but let's not disappear down that rabbit hole! 🕳️

22 minutes ago, web2008 said:

it seems strange after so many years that this has not been prioritized

I suspect the thinking will be that if there is a need, a solution could easily be written by a third party.... there were a few tweaks to report code in v7.9, but the fact a 9 year old report still works (up to a point) tells you a lot about WHMCS development in that period.