When an authenticated user donor accesses the My Contribution Statements Widget, they're presented with the option to save a PDF of their statement. Just where to those statements come from? We're so glad asked! Standard Statements are generated as PDFs and attached to the Contribution Statement record automagically via a webhook!
Basics
Note: For all of this to work, the Statement Generator webhook has to be set to Active. The good news? Your
Coach will take care of that for you when getting you set up for Standard Statements. Two birds, one stone!
- The webhook is included at deployment. #easybuttonincluded
- Webhook Invocations are created by the nightly Statement Maintenance Routine when changes are made to a Statement or an associated Statement Record (for example, a new Donation).
- Don't want to sleep on it? The Webhook can be triggered manually by updating the "Last Change By Routine" field on a Statement Record. When triggered, Webhooks do not require submission. #anothereasybutton
- All of the configuration for Donor Standard Statement applies. It's the same Report, just saved and attached as a PDF.
Important! Do you need all of your statements regenerated? We can help! Just reach out to
Support and let us know.
