- On the Campaign for Statements, check the related Statement Letter to make sure the field "Print line items" checkbox is selected. After Selecting, make sure you press the "Refresh" button on Letter builder.
- Make sure the criteria on the Statement Generation selection matches the Payment Txns that are related to the Contact you are checking. In particular
- ONLY select the "Only Include Transactions for Selected Campaign" If the Payment Txn Campaign Matches the Campaign that you are running the Annual Statement for. This checkbox is most relevant if you have a Campaign for regular donors and are then running the statement generation from that Campaign. Setting this option would only include those regular Payment Txn and exclude other donations/payments that are linked to other campaigns.
- The Bank Deposit Date on the Payment Txn's is in the range of the From Date/To Date selection.
Why am I not getting any line items on my statements?
PDFs are not being stored against the Contact
I don't want the membership number to show on the statement header
What are the various Campaign Status's used for
How to I apply a letterhead to an Annual Statement but not change the general letterhead on the Merchant Facility?
Why getting error - "PDFStatementGenerateProcessor- Apex Batch Error, Exception: System.Unexpected Exception, PHASE:EXECUTE......."?
How to change the name of the pdf. that is send?
How do I change the reporting period for the Single Annual Statement?
Why are my annual statements missing details, or why is the Table of Transactions missing?
How can I simply preview an Annual Statement after making changes?
Why am I not getting any line items on my statements?
When pressing Send Statement button, why does the Campaign Member Status not updated to "Statement Send"?
Why does the Annual Statement Attachment preview on Contact comes up blank?
Why does the "Annual Statement" button on the Contact show a blank or incorrect Annual Statement
Why are PDFs not created against the Campaign?
Updated at July 27th, 2024