How to setup Annual Statements
This procedure is only applicable if you are running a version prior to 5.4. If you are on a later release, please see How to send out Annual Statements (bulk)
In order to use the Annual Statements, you need to setup a Remote Site setting that Payments2Us to mass generate the Annual Statement PDF documents.
- Copy the salesforce.com domain from the URL
- Add a new Remote Site setting for the salesforce domain