Important: This article provides general guidance only. Custom totals on Annual Statements are not standard Payments2Us features and require Salesforce configuration. If you need assistance implementing this, Premium Support blocks are recommended:
Payments2Us Support Packages
Overview
The Annual Statement Generator allows you to add additional amount columns (e.g. Tax Amount) to the table of transactions. However, the system’s built-in total at the bottom of the statement table always sums the Banked Amount field.
If you want to show one or more additional totals (such as total Tax Amount, total Non-Deductible Amount, etc.), this can be achieved using Salesforce configuration outside the table itself. This is a supported pattern used by many organisations, but it is not delivered as standard functionality.
What you can do
- Add a new column (e.g. Tax Amount) to the Annual Statement table.
- Create your own totals using a rollup field (typically on Contact).
- Insert one or more custom totals anywhere in the body of the letter.
- Optionally remove the system-generated totals table.
Recommended approach
To display totals for other columns (such as Tax Amount), this can be achieved with configuration setup/change and custom wokrk. Instead of relying on the system-generated totals, you would need to add the new column to the statement table, create your own total using a Salesforce rollup field, and insert that custom total into the total table's panel.
This method supports displaying multiple totals, such as:
- Total Deductible Amount
- Total Non-Deductible Amount
- Total Tax Component
- Total Donation Amount
Need help implementing this?
Because this requires Salesforce configuration (field sets, rollups, template changes), assistance falls under Premium Support or consulting. If you or your Salesforce partner need guidance or implementation support: