Standard Statement Generator
Information on generating standard statements as PDFs, including setting the Statement Generator webhook and how to manually trigger it.
When a donor accesses the My Contribution Statements Widget, they can save a PDF of their statement. Just where to those statements come from? Standard statements are generated as PDFs and attached to the Contribution Statement record automatically through a webhook!
For all of this to work, the Statement Generator webhook must be set to Active. The good news? Your coach will take care of that for you when setting you up for standard statements.
Some other things to keep in mind:
- The webhook is included at deployment.
- The nightly Statement Maintenance Routine creates webhook invocations when someone changes a statement or an associated Statement record (for example, a new donation).
- Don't want to sleep on it? Update the Last Change by Routine field on a Statement record to manually trigger the webhook. When triggered, webhooks do not require submission.
- 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.