Demfilz Customer Statements for WooCommerce

Description

Demfilz Customer Statements for WooCommerce adds an admin tool that produces a clean account statement of a customer’s paid orders over a chosen period — perfect for end-of-financial-year summaries, BAS/quarterly reporting, monthly account statements, or just answering “how much did this customer spend with us?”.

Pick one or more customers, choose a financial year, quarter, month or custom date range, and the plugin lists every paid order in that window with running totals — then lets you display it on screen, print or save it as a PDF, or download it as CSV for your accountant or spreadsheet.

Key features

• Select one or many customers with a fast WooCommerce-powered search box (by name or email). Guest (non-registered) customers are supported by entering their billing email.
• Financial year statements with a configurable FY start month (July for Australia, April for the UK, January for calendar-year reporting).
• Quarterly and monthly options, plus a free custom date range.
• Paid invoices only. By default only orders WooCommerce treats as paid (Processing and Completed) are counted; you can choose exactly which statuses qualify.
• Per-order rows showing date, order number, status, payment method, net, tax (GST/VAT), total and a running cumulative total, with refunds shown when present.
• Per-customer subtotals and, when reporting on several customers at once, a combined grand total.
• Print / Save as PDF — a clean, branded statement with your business name, ABN/tax number, address, logo and footer notes, ready for the browser’s “Save as PDF”.
• CSV export for accounting software and spreadsheets.
• Choose whether the period is measured by payment date or order date.

Pro (optional subscription)

The optional Demfilz Customer Statements Pro add-on automates everything the free plugin does manually:

• Real, branded PDF statements — download a proper PDF or attach it to an email (the free tier uses your browser’s “Save as PDF”).
• Email a statement to the customer in one click, straight from the results screen.
• Scheduled auto-send — every customer is automatically emailed their monthly, quarterly or end-of-financial-year statement.
• Bulk run — send this period’s statement to every customer who had paid orders.

Billed monthly through Stripe — cancel anytime. The free tier is fully functional on its own.

Privacy / data

The free plugin reads your existing WooCommerce orders and customers to build statements on screen, and stores only its own settings. It makes no external connections unless you enter a Pro licence key (see External services below).

Built to the WordPress Coding Standards and compatible with WooCommerce High-Performance Order Storage (HPOS).

This plugin is not affiliated with, or endorsed by, WooCommerce, Automattic or Stripe. “WooCommerce”, “Woo” and “Stripe” are trademarks of their respective owners and are used here only to describe compatibility.

External services

This plugin connects to an external service only for the optional Pro tier, and only after you enter a licence key:

1. Demfilz licensing service (api.demfilz.com). When you enter a Pro licence key on the Licence / Pro screen, the plugin sends the licence key, your site URL and the plugin version to https://api.demfilz.com/auto-order/licence to validate your subscription and unlock Pro features. This happens when you activate a key and periodically thereafter to re-check it. No customer or order data is ever sent. Terms: https://demfilz.com/privacy

2. Stripe. The Pro subscription is purchased and managed through Stripe-hosted pages. The plugin only links you to Stripe; it never stores Stripe keys and never sends card data. Stripe terms: https://stripe.com/legal — Privacy: https://stripe.com/privacy

The free tier makes no external connections.