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Contribution Statements

 

The resources controlling Portal Contribution Statements may be edited using the Portal Admin page.

The content and appearance of the Contribution Statements available in the My Contribution Statements page are controlled by three things:

  1. Configuration
  2. Template (contribution_statement.htm)
  3. Style Sheet (contribution_statement.css)

Modifications to these three items will impact both the Contribution Statement that appears on the Portal page itself and the PDF that is generated from the button on the page.

1. Configuration

Some of the content and appearance is controlled by configurations elsewhere in the system.

See My Statements Configuration

2. Template (contribution_statement.htm)

The htm file determines which content is displayed in what order. Be very careful when editing the html; if invalid html is created, the pdf download may not function.

Content Tokens

The following Tokens are used to insert content into the html:

  • [Statement_Logo] — This is the image attached to the Accounting Company. For image specifications, see Statement Headings.
  • [Donor_Name]
  • [Donor_Address_Line_1]
  • [Donor_Address_Line_2]
  • [Donor_City]
  • [Donor_State]
  • [Donor_Postal_Code]
  • [Campaign_Name]
  • [Active_Pledge_Sum]
  • [Active_Pledge_Balance]
  • [My_Statement_Through]
  • [mpp_Contribution_List]
  • [Grand_Total]
  • [Statement_Footer] — This comes from the Statement Footer field in Church Structure > Accounting Companies.
  • [Company_Name]
  • [Address_Line_1]
  • [City]
  • [State/Region]
  • [Postal_Code]
  • [Company_Phone]
  • [Fax_Phone]
  • [Date]

3. Style Sheets (contribution_statement.css)

The css file controls the appearance using styles that are applied to the html.

If you do not have the expertise to edit html and css, Professional Services can help you.

The title (2018 Contribution Statement) is automatically generated as for the pdf, so you don't have control over the text, but the font can be styled using an h2 selector.

Reloading Your Changes

After you have made changes to configuration or files, it's a good idea to reload the configurations using the Portal Admin page.

Troubleshooting

If you are experiencing issues with certain elements not appearing in your PDF, ensure that you have used appropriate HTML:

  • Rather than use a <center> element in your template, use the text-align style. <div style="text-align:center"> or <p style="text-align:center">
  • Ensure all Break tags are formatted correctly: <br/> or <br> are correct for a break. (</br> is incorrect)