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.

Quick Steps:

  1. Copy the domain from the URL
  2. Add a new Remote Site setting for the salesforce domain

1. Copy the Salesforce URL from any screen

Copy the Salesforce URL from any screen
Navigate to setup > Administration setup > Security Controls > Remote Site Settings

Add a new Remote Site.

Enter a name “Salesforce”, then paste the URL from step 1 into the Remote Site URL, select active and Save.