Workflow Action - Finance - Create Contribution Statement

Action:

Create Contribution Statement

Category:

Finance

Version:

v13.7

Content:

Creates and uploads a PDF contribution statement for a given person. You must either provide a 'Start Date' or an attribute that has the start date to use for generating the statements.

The statements will automatically be uploaded to the selected person record in the same way that the Statement Generator handles the files. The PDF will also be saved into the optional 'Document' attribute. This is handy if you want to use it in a subsequent workflow action.

The Document Person Key you provide will be what is shown to indivduals to describe what period the statement is for. In most cases this should be the year.