Statements

infoodle is able to create statements depending on whether you want to issue a statement for people who donate money (donor statements), or people who receive the money (income statements). The statement functions in infoodle allows you to generat...

Here's how to generate a statement: Filter the list of transactions to find the transaction(s) that you wish to include in the statement. Select the Statement template that you wish to use. Click Print for this page or Email a...

Creating a statement template is similar to a receipt template in that you follow the same procedure. The only thing that is different is the content of the statement and the personalisations that you use. Click on the following links and follow t...

A design is a PDF that you can prepare in advance and upload to infoodle to be used with either a receipt template or a statement template. A design is required (and needs to be set up first before setting up the receipt or statement template) as th...

Search for the receipt or statement template you wish to edit. Click on Designs . Click Edit alongside the design that you wish to edit.. You can Remove Design if you wish to upload another fresh design or edit any of the other settings...

When generating your receipts(or statements), you will need to tell infoodle what text and data to include on the receipt(or statement). This process is done by setting up a receipt(or statement) template and then directing infoodle to use that temp...

These personalisations are available to both Donor and Income Statements, with some exclusions identified below. Date personalisations {date} Todays date {periodstart} First date of the specified reporting period {periodend} Last date ...

These personalisations are only available for when generating Income Statements. Most of the personalisations described in the Donor Statements can be used in income statements too. Go to this page for an explanation and whats available. {inc...

Click Finance on the Navigation Menu. Click Receipts . (You will need permission in your role to access this). Click Maintain Templates . Choose Receipt template or Statement template . Note For more ...

Search for the template you wish to edit. Click Bulk Update Designs if you wish to change the design used by more than one receipt template. To edit an individual receipt or statement template click Action and then Edit alongside t...

On the infoodle navigation menu, select Finance then Statements. Select Templates . (You will need permission in your role to access this). To the right of the template you wish delete, select Action and from the drop-do...

This is useful in a situation where e.g. your organisation logo changes or you wish to add a Christmas theme and you need to change all of the receipt templates rather then manually doing them one by one. Here's how: Click Finance on the Nav...