This extension provides enhanced payment statement functionality for CiviCRM, enabling organizations to generate, manage, and distribute comprehensive payment statements to their constituents.
The Payment Statement extension extends CiviCRM's native financial reporting capabilities by providing:
- Automated Statement Generation: Create detailed payment statements for donors, members, and event participants
- Customizable Templates: Design professional-looking statements that match your organization's branding
- Flexible Reporting Periods: Generate statements for any date range or specific time periods
- Multiple Delivery Options: Email statements directly to constituents or download for offline distribution
- Bulk Processing: Generate statements for multiple contacts efficiently
- Generate comprehensive payment statements showing all transactions within a specified period
- Include donations, membership payments, event registrations, and other financial transactions
- Automatic calculation of totals.
- Customizable statement templates with organization branding
- PDF format.
- Schedule automatic statement generation and distribution
- Set up recurring statement cycles (monthly, quarterly, annually)
- Automated email delivery with customizable messaging
- Integration with CiviCRM's scheduled jobs system
- Track statement generation and delivery status
- Monitor constituent engagement with statements
- CiviCRM Version: 5.40 or higher
- PHP Version: 7.4 or higher
- CMS Compatibility: Drupal, WordPress, Joomla, Backdrop
- Required Extensions: None
- Recommended Extensions:
- Download the extension from the GitHub repository
- Extract the files to your CiviCRM extensions directory
- Navigate to Administer → System Settings → Extensions
- Find "Payment Statement" in the list and click Install
After installation, configure the extension:
- Navigate to Configuration
- Go to Administer → CiviContribute → Payment Statement Settings
- Put logo URL.
- Share Contact ID, used to keep pdf activity with attachment.(used for those does not have email address).
- Email address for sending statements (used for those does not have email address).
- Relationship type used go get contact associated with individual contact.
- Template Setup
- Design your statement template
- Add your organization's logo and branding
- Configure header and footer information
- Default Settings
- Set default reporting periods
- Configure automatic email settings
- Scheduled job on set interval generate the pdf statement and sent an email.
For professional support, custom development, or consulting services, contact Skvare LLC.
Contact us for support or to learn more about implementing the CiviCRM Payment Statement Extension in your organization.
Developed by: Skvare LLC Maintainer: Skvare Development Team
Skvare helps others help others by providing strategy consultation, CiviCRM development, and ongoing support for nonprofit organizations, professional societies, membership-driven associations, and small businesses.