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Author Topic: Annual Contribution Statements (Receipts)  (Read 5791 times)

mark0514

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Re: Annual Contribution Statements (Receipts)
January 25, 2015, 07:49:45 pm
Great! Thank you. Is this documented somewhere?

Eileen

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Re: Annual Contribution Statements (Receipts)
January 25, 2015, 08:05:55 pm
Only in the ticket I think - although the documentation team MAY have picked it up & done something with it.
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

joanne

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Re: Annual Contribution Statements (Receipts)
January 25, 2015, 10:08:43 pm
It is not yet in the book, but there is an issue for it. https://issues.civicrm.org/jira/browse/CRM-15094

mark0514

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Re: Annual Contribution Statements (Receipts)
January 26, 2015, 06:21:29 pm
I upgraded to 4.5.5.
Unfortunately I'm not getting enough info to understand how to get what I need.

Eileen

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Re: Annual Contribution Statements (Receipts)
January 26, 2015, 06:31:50 pm
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
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

mark0514

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Re: Annual Contribution Statements (Receipts)
January 26, 2015, 06:53:57 pm
That's a great start, thank you.

mark0514

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Re: Annual Contribution Statements (Receipts)
February 02, 2015, 11:20:41 am
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?

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Annual Contribution Statements (Receipts)

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