Title: Demfilz Customer Statements for WooCommerce
Author: demfilz
Published: <strong>July 1, 2026</strong>
Last modified: July 1, 2026

---

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# Demfilz Customer Statements for WooCommerce

 By [demfilz](https://profiles.wordpress.org/demfilz/)

[Download](https://downloads.wordpress.org/plugin/demfilz-customer-statements-for-woocommerce.1.1.0.zip)

 * [Details](https://wordpress.org/plugins/demfilz-customer-statements-for-woocommerce/#description)
 * [Reviews](https://wordpress.org/plugins/demfilz-customer-statements-for-woocommerce/#reviews)
 *  [Installation](https://wordpress.org/plugins/demfilz-customer-statements-for-woocommerce/#installation)
 * [Development](https://wordpress.org/plugins/demfilz-customer-statements-for-woocommerce/#developers)

 [Support](https://wordpress.org/support/plugin/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.

## Screenshots

[⌊The statement builder — select customers and a financial year, quarter, month 
or custom range.⌉⌊The statement builder — select customers and a financial year,
quarter, month or custom range.⌉[

The statement builder — select customers and a financial year, quarter, month or
custom range.

[⌊An on-screen statement with per-order rows, running totals and per-customer subtotals.⌉⌊
An on-screen statement with per-order rows, running totals and per-customer subtotals
.⌉[

An on-screen statement with per-order rows, running totals and per-customer subtotals.

[⌊The print / Save-as-PDF statement with your business header.⌉⌊The print / Save-
as-PDF statement with your business header.⌉[

The print / Save-as-PDF statement with your business header.

[⌊Settings — financial-year start, paid statuses, tax label and statement branding.⌉⌊
Settings — financial-year start, paid statuses, tax label and statement branding
.⌉[

Settings — financial-year start, paid statuses, tax label and statement branding.

## Installation

 1. Upload the plugin via Plugins  Add New  Upload Plugin, then activate it (WooCommerce
    must be installed and active).
 2. Go to **Statements  Settings** and set your financial-year start month, tax label
    and the business header used on printed statements.
 3. Go to **Statements**, choose your customer(s) and period, and click **Generate 
    statement**.
 4. Use **Export CSV** or **Print / Save as PDF** on the results.

## FAQ

### Which orders are included?

Only orders whose status you mark as “paid” on the Settings page. By default that
is Processing and Completed — the statuses WooCommerce itself treats as paid. Pending,
on-hold, cancelled and failed orders are excluded.

### Is the financial year configurable?

Yes. Set the month your financial year starts on the Settings page. Australia uses
July, the UK uses April, and January gives calendar-year reporting.

### Does it handle refunds?

Yes. When an order has been refunded, the refunded amount is shown and a “net received”
figure is included in the totals.

### Can I report on guest customers?

Yes. Enter their billing email(s) in the “Guest billing emails” box. Registered 
customers are selected with the search box.

### Does it support HPOS (High-Performance Order Storage)?

Yes. The plugin uses the WooCommerce orders API and is fully HPOS-compatible.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Demfilz Customer Statements for WooCommerce” is open source software. The following
people have contributed to this plugin.

Contributors

 *   [ demfilz ](https://profiles.wordpress.org/demfilz/)

[Translate “Demfilz Customer Statements for WooCommerce” into your language.](https://translate.wordpress.org/projects/wp-plugins/demfilz-customer-statements-for-woocommerce)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/demfilz-customer-statements-for-woocommerce/),
check out the [SVN repository](https://plugins.svn.wordpress.org/demfilz-customer-statements-for-woocommerce/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/demfilz-customer-statements-for-woocommerce/)
by [RSS](https://plugins.trac.wordpress.org/log/demfilz-customer-statements-for-woocommerce/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.1.0

 * Added a Licence / Pro screen and extension points for the optional Demfilz Customer
   Statements Pro add-on (PDF statements, email to customer, scheduled auto-send,
   bulk run).
 * Refactored the statement document into a shared, print- and PDF-friendly layout.

#### 1.0.0

 * Initial release.

## Meta

 *  Version **1.1.0**
 *  Last updated **1 day ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.2 or higher **
 *  Tested up to **7.0**
 *  PHP version ** 7.4 or higher **
 * Tags
 * [Accounting](https://wordpress.org/plugins/tags/accounting/)[export](https://wordpress.org/plugins/tags/export/)
   [statement](https://wordpress.org/plugins/tags/statement/)[woocommerce](https://wordpress.org/plugins/tags/woocommerce/)
 *  [Advanced View](https://wordpress.org/plugins/demfilz-customer-statements-for-woocommerce/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/demfilz-customer-statements-for-woocommerce/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/demfilz-customer-statements-for-woocommerce/reviews/)

## Contributors

 *   [ demfilz ](https://profiles.wordpress.org/demfilz/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/demfilz-customer-statements-for-woocommerce/)