Generate branded PDF customer statements in one click. Bulk send to all your wholesale customers in a batch. Customers download their own statements from My Account. Free plugin for WooCommerce, built for B2B store owners.
Customer Statements is being built and will launch after Customer Dashboard ships on WordPress.org. Sign up to be notified when it's ready.
Customer Statements is the B2B customer statements plugin for WooCommerce. It generates branded PDF statements for the wholesale customers of your store. Pick a customer, pick a date range, click generate. The PDF lands with your logo, brand color, and footer text, showing the customer's order history and totals for the period. Send statements by email in one click, or let customers download their own from the WooCommerce My Account portal. Bulk mode generates statements for all your wholesale customers in a single batched job. The plugin runs entirely inside WooCommerce. No external APIs, no SaaS, no data leaving your server.
Yes, completely free. No premium tier inside the admin, no feature gates, no time limits. Customer Statements is a complete product that works on its own. Other Kascado plugins (like the paid AR Tracker Pro) are separate products and don’t change what Customer Statements does. Free forever, on WordPress.org.
A standard customer statement layout: your store branding at the top (logo, brand color, name, address), the customer's company and contact information, a statement number and date, the date range covered, an itemized list of orders or transactions in that period, totals, and your custom footer text at the bottom. Clean, professional, and built to look like the kind of statement a wholesale customer expects to receive from a supplier.
Yes. Upload your logo, pick your brand color (the header band color), and set custom footer text from the Customer Statements settings page. The PDF picks up your store's name, address, and currency automatically from WooCommerce. No template editing or HTML required. Settings apply to all statements generated after the change. Already-generated statements stay frozen with the branding they had at the time of generation, so customer copies stay consistent.
Send monthly customer statements to all your WooCommerce wholesale customers in a single batched job. Open the Customer Statements admin, click Bulk Generate, pick a date range. The plugin scans your store for B2B customers with activity in that period, generates a PDF statement for each one, and either emails them all in a batched job or builds a ZIP archive for manual download. Bulk operations show a live progress bar so you know how many statements are done and how many are left. Email failures (bounces, invalid addresses) are logged separately so you know exactly which customers didn’t receive their statement.
Install Customer Statements from WordPress.org. Open the Customer Statements admin, click Bulk Generate, and pick the date range (last month is the default preset for monthly statements). The plugin generates a branded PDF for every B2B customer with activity in that period and emails them in a single batched job. Bulk email runs through WooCommerce's standard email system with your store's existing templates. No spreadsheets, no manual exports, no PDF assembly.
Yes. Customer Statements adds a “Statements” tab to WooCommerce's My Account area. Every statement you've generated for a customer appears in their tab, sorted by date, with download links. Customers can only see their own statements. The download handler is capability-checked, so customer A can never access customer B's statement file. Re-downloads are unlimited, so if a customer loses an email or wants a copy from six months ago, they get it themselves without contacting support.
Yes, fully. Customer Statements reads from the customer roles created by B2BKing, WholesaleX, and Wholesale Suite. No manual customer tagging required. We use WooCommerce's standard hook and filter architecture, with no overriding of core methods and no monkey-patching. Tested alongside B2BKing and Wholesale Suite during development. If your store already uses one of these plugins, Customer Statements adds the statement generation layer they don't include, without disrupting your existing setup.
Customer Statements works fully on its own — the standalone PDF is a complete period statement. When AR Tracker Pro is installed, the statement upgrades automatically to include opening balance, payments received during the period, closing balance, and an aging breakdown (current, 30, 60, 90+ days overdue), turning the period summary into a full accounting document. No configuration, no API keys, no setup — the two plugins detect each other through the Kascado suite contract. Basic period statements need no other plugin.
Yes. Customer Statements reads order data through WooCommerce’s wc_get_orders() API, which routes to the active storage backend automatically. Statement PDFs pull the same data regardless of whether your store uses HPOS or legacy post-based storage. HPOS compatibility is declared from the day it ships.
Customer Statements keeps customer data on your server. It runs entirely inside WordPress on your WooCommerce server with no external API calls, no SaaS connections, and no telemetry. The plugin reads existing WooCommerce order data, generates PDFs locally using a bundled PDF engine (Dompdf), stores those PDFs in a private directory on your server (outside the public uploads tree), and serves them only through a capability-checked download handler. Customer data, the PDFs themselves, and every statement record stay on your server.
Customer Statements requires WordPress 6.0 or higher, PHP 8.0 or higher, and WooCommerce 8.0 or higher. It is tested up to WordPress 6.9. Multisite is not currently supported.
Customer Statements generates PDFs on demand using a bundled PDF engine. For bulk generation, statements are processed in batches so the server is not overwhelmed. Generated PDFs are stored locally and cached so repeat downloads are instant. The statement list in wp-admin supports server-side pagination, sorting, and filtering, so it stays responsive regardless of how many statements you have.
Uninstalling Customer Statements removes all plugin data: settings, statement records (custom post type entries), generated PDF files, the statement number counter, and cached data. Your WooCommerce order data is never touched — the plugin only reads from it to build statements. Deactivating the plugin leaves all data and generated PDFs intact so you can reactivate later without losing anything.