Demfilz Customer Statements

Demfilz Customer Statements for WooCommerce is a WordPress plugin designed to generate account statements of paid orders for WooCommerce stores. It enables store owners to create statements for individual or multiple customers over a financial year, quarter, month, or a custom date range. The tool is suited for tasks such as end-of-financial-year summaries, quarterly reporting, and managing B2B accounts.

The plugin lists every paid order within the selected period, displaying net amounts, tax (including GST/VAT), total, and a cumulative running balance. Users can configure which order statuses are considered paid, with Processing and Completed as defaults, and can also set the financial year start month to align with regional requirements. Statements can be viewed on screen, exported as CSV files for accountants, or printed and saved as PDFs. The platform supports multi-customer searches, including guest billing emails, and provides per-customer and grand totals, as well as handling refunds and net received calculations.

0+, and works with High-Performance Order Storage (HPOS) by reading orders through the WooCommerce orders API. The free version of the plugin allows manual generation and export of statements without requiring an account. All data processing occurs on the user's server, with no external calls, and PDFs are generated locally.

95 per month billed via Stripe, adds features such as branded PDF statements, one-click email delivery to customers, scheduled automatic sending of statements on a monthly, quarterly, or financial-year basis, and bulk emailing to all customers with paid orders. org plugin directory and is independent from Stripe and WooCommerce, though it integrates with WooCommerce for order data.