Annual Contribution Statements (Receipts)

[mark0514]

Great! Thank you. Is this documented somewhere?

[Eileen]

Only in the ticket I think - although the documentation team MAY have picked it up & done something with it.

[joanne]

It is not yet in the book, but there is an issue for it. https://issues.civicrm.org/jira/browse/CRM-15094

[mark0514]

I upgraded to 4.5.5.
Unfortunately I'm not getting enough info to understand how to get what I need.

[Eileen]

You need to start from a contribution search & choose the action 'Thank you letters for contributions'. You probably want to select 'Contact' for your grouping

The tokens will then render a list - separated either by commas of html </td><td>

So this .. {contribution.receive_date} will be 20 jan 2015, 20 Feb 2015 - the table below is intended for use with the table separator....

<table>
<tbody>
<tr>
<td>date</td>
<td>{contribution.receive_date}</td>
</tr>
<tr>
<td>amount</td>
<td>{contribution.total_amount}</td>
</tr>
<tr>
<td>Paid By</td>
<td>{contribution.payment_instrument}</td>
</tr>
</tbody>
</table>

This comment is the one that covers it

https://issues.civicrm.org/jira/browse/CRM-14367?focusedCommentId=58522&page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel#comment-58522

[mark0514]

That's a great start, thank you.

[mark0514]

This leads to another question about spouses. In our previous database, Dick & Jane was placed in the first name field so any contribution was credited to them and their receipt or thank you letter was addressed to Dick and Jane.
Now I have them as individuals and I am concerned that one month Dick will get credit and another month Jane will get the credit. I understand I can combine names for mailing labels, but does anything exist for combining at the postal greeting or contribution level?