Migrating to HTML Contribution Statements
=========================================
HTML contribution statements are highly customizable. However, depending on your requirements, you may
not find it necessary to make modifications. Standard templates are provided. These can be used
"out of the box" or can be tailored to your specific needs. See :doc:`ContributionStatementsHTMLOption`
for details.

Change Contribution Statement Fund Display Field Name
-----------------------------------------------------
This can be controlled by inserting ``{{FundName}}`` or ``{{FundDescription}}``
in the relevant locations within the StatementTemplateBody. In the supplied template, this is lines
19, 44, 67, 106, 136, and 168, but of course if you have modified the template the line numbers will
not necessarily be the same.

The supplied template has ``{{FundName}}`` in these locations. If you want instead to have the fund description,
simply replace all occurrences of ``{{FundName}}`` with ``{{FundDescription}}``. For convenience, the code of the
supplied template is included at the end of this article.

Don't Display Non Tax Items On Statement
----------------------------------------
By default, the supplied templates for HTML statements *do* include non-tax-deductible items. If you do
not wish to have these on your statements, remove the sections for **Non-Tax Deductible Summary by Fund**
(lines 56-77), **Non-Tax Deductible Contributions** (lines 120-150), and **Gift-in-kind Contributions**
(lines 152-176) from the StatementTemplateBody.

Don't Print Date On Statement
-----------------------------
By default, statements will print with the current date on the first page, above the Notice. If you want
to exclude this date from HTML statements, remove ``Printed: {{FmtDate now}}`` from line 58 of the
StatementTemplate.

Print Envelope Number On Statement
----------------------------------
By default, statements display the TouchPoint People ID for the contributor on the first page, above the
Notice. If you want instead to display the contributor's envelope number at this location, replace
``id:{{contributor.PeopleId}}`` with ``id:{{envelopeNumber}}`` on line 58 of the StatementTemplate.

Print Check Number On Statement
-------------------------------
The default template for HTML statements includes check numbers, when they exist, in the contributions
details sections. In some cases, check numbers are displayed conditionally. In one case, they are displayed
in combination with notes.

To *remove* check numbers from statements, remove the ``{{CheckNo}}`` code from the StatementTemplateBody
where it occurs in the following locations:

*   In **Tax Deductible Contributions**, remove lines 109 - 111 and line 113.
*   In **Non-Tax Deductible Contributions**, remove lines 141-142.
*   In **Gift-in-kind Contributions**, remove ``{{CheckNo}}`` from line 171.

Print Notes On The Statement
----------------------------
The default template for HTML statements includes notes, when they exist, in the contributions details
sections. Sometimes they are displayed conditionally. In one case, they are displayed in combination with
the check number.

To *remove* notes from statements, remove the ``{{Description}}`` code from the StatementTemplateBody
where it occurs in the following locations:

*   In **Tax Deductible Contributions**, remove line 109 and lines 111 - 113.
*   In **Non-Tax Deductible Contributions**, remove lines 143-144.
*   In **Gift-in-kind Contributions**, remove ``{{Description}}`` from line 171.

.. Caution::
    Please note the potential confusion between the codes ``{{Notes}}`` and ``{{Description}}``. The code
    ``{{Notes}}`` gives access to the memos left by donors for funds configured to allow it (labeled as
    **Custom Notes** on some screens in TouchPoint). On the other hand, the code ``{{Description}}`` gives
    access to the notes left by staff as they enter contributions or by the system for certain online
    contributions.

|

Statement Template
------------------

.. literalinclude:: Files/StatementTemplate.html
    :linenos:

Statement Template Body
-----------------------

.. literalinclude:: Files/StatementTemplateBody.html
    :linenos:


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+--------------------+------------------+
| **Latest Update**  | **03/14/2023**   |
+--------------------+------------------+

Removed references to old settings