I need help in implementing costume report as seen in the attached excel sheet.
This should be coded in a custom addon module (will be provided) as client area output:
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1. The report page will fetch client credit history log and sort them per predefined descriptions of credit log (example rental), amount (negative or positive amount), and date (to be assigned at the correct month column), it should also be possible to expand and see the log itself.
2. There are credit logs for credits that was applied to invoices. Instead of showing invoice number and total applied amount ("Credit applied to invoice #4544"), the report should sort each invoice line item & amount that the credit was applied to into the report (and per month)
3. The report should also fetch invoice line items that was not paid by credit balance (As tblcredits contain list of invoices paid by credits and not a normal transaction (tblaccounts))
4. Download PDF Version / CSV
5. A hook to send PDF once a month in email
Any WHMCS/MySQL query needed will be provided.
Please bid only If you have well experience in smarty/WHMCS and have any questions i will be happy to assist.
Following this task i will post a new task for the addon module form (more info will be provided).