Demfilz Customer Statements for WooCommerce
| 开发者 | demfilz |
|---|---|
| 更新时间 | 2026年7月1日 20:12 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
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.
- 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.
安装:
- Upload the plugin via Plugins → Add New → Upload Plugin, then activate it (WooCommerce must be installed and active).
- Go to Statements → Settings and set your financial-year start month, tax label and the business header used on printed statements.
- Go to Statements, choose your customer(s) and period, and click Generate statement.
- Use Export CSV or Print / Save as PDF on the results.
屏幕截图:
常见问题:
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.
更新日志:
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.
- Initial release.