Give clients a clear view of credit additions, deductions, and account transaction balances.
Includes 12 months of updates & support
Help customers understand changes to their account balance and give your team a shared reference when answering credit enquiries.
Account credit is easier to understand when customers can follow the activity behind their balance. This module is for WHMCS businesses that want to give customers more context around credit movements and make related support conversations easier to follow.
A customer notices that their balance has changed after an account adjustment. They review the available history, then contact your team with the relevant entry if they need an explanation. Both sides can discuss a specific movement rather than work backwards from the current total.
The module provides a customer-facing view of credit activity within the existing account experience. Your billing team continues to manage the underlying credit decisions and business processes in WHMCS.
A credit-history view explains recorded activity; it does not replace your accounting records or decide when a customer should receive credit. Additional approval processes or connections to external accounting systems should be assessed as separate requirements.
Keep credit movements, useful references and customer-facing information together in a readable account history.
Choose the information and descriptions shown to customers.
Configure which internal notes are included in the customer-facing view.
Review the fields and formats available in the supplied release.
Compatible with WHMCS v9.1
Follow the product-specific instructions for files, permissions and configuration.
Check the relevant client-area theme, payment gateway or external API connections used by your setup.
A clear path from installation to a workflow that fits your business.
Follow the supplied guide to place the files in the appropriate WHMCS module directory.
Activate the module and choose the information customers should see.
Check representative credit entries, permissions and export settings before making the view available.
Your purchase includes the initial support and update period. Continued use of the downloaded version is covered by its licence.
Renew access to updates and support after your first year when you need it.
Read the eligibility and support process before purchase.
Read refund policy →The practical details, before you decide.
A dedicated credit-history view with the transaction dates, descriptions, references and balance changes available in the configured release.
The display settings let you control which administrative information is included in the customer-facing ledger.
Explore more from WHMCS Modules.
Configure permitted gateway-specific billing adjustments with clear invoice labels and flexible exclusions.
Manage configured payment routes by customer region, billing currency and invoice value.
Connect WHMCS product events to your APIs, service activations and provisioning workflows.
Buy the standard module for $39 USD or request a separate quotation for custom development.
Tell us what you want to build, improve or connect. We’ll review your request and recommend a practical next step.