The Credit Overview Modul gives you an overview of all credit transactions. It can also list all customers who currently have a credit balance with you.
System requirements
The following requirements must be met in order to use and install the Overdue Invoice Overview module:
- Running WHMCS installation version 8.5 – 8.10
- Admin access to WHMCS
- Access
- Ioncube Loader installed (at least version 12)
- PHP 7.4 & 8.1
Installation
- Please log in to the customer area of Plambee.de Webhosting and download the current version of the WHMCS Credit Overview module.
- Unzip the zip file on your computer
- upload the folders to your WHMCS directory.
- Now log in to your WHMCS admin area
- In the addon list, please search for the “Credit Overview” module and click on “Activate” and then on “Configure”
- Please enter your license code in the “Module license” field, which you can find in the Plambee.de customer area in the product details.
- Now please specify which admin groups may have access to the module.
- If you want your clients to receive a notification when the balance falls below a freely definable limit, copy the clientareaaddfunds.tpl from the module directory into your Six template or apply the changes manually.
These steps complete the actual module installation.
Update notes
Update to version 1.3.0
First load the contents of the modules/addons directory into your WHMCS module directory. Then open the addon page in the admin area to start the database update. Then please go to the WHMCS page /admin/configaddonmods.php and click on Save at Credit Overview, this is the only way WHMCS will be informed about the new hook file. If you want to send your customers a notification when the credit balance falls below a customer-defined limit, copy the clientareaaddfunds.tpl from the module directory into your Six template or apply the changes manually.
Use
When you call up the module, you receive a complete overview of the credit transactions. Each column can be sorted in ascending or descending order by clicking on the arrow symbol. You also have the option of searching through all entries.
If you click on “Credit overview” at the top of the module, you will receive a list of all customers who still have credit with you. The total of all credit amounts is also displayed.