Generating givers’ contribution statements is quick and easy! Simply follow the steps below.
From your Manager Dashboard, select Donors from the left side navigation pane.
From the Donors page, you’ll find options to view All Donors, initiate a Donor Merge, draft your Contribution Email, and generate Contribution Statements.
Customize Contribution Email
From the Contribution Email tab, you may draft an email to accompany donors’ contribution statements, if you choose to email statements.
Select the send From email address, add a BCC email address, and add a personalized Subject and Message.
Click Save, then move to the Contribution Statements tab.
Generating Contribution Statements
Nowt that you’ve drafted and saved the Contribution Email, move to the Contribution Statements tab and make the necessary selections in the Details section: Start Date and End Date, Transaction Type, and if you’d like to Email the generated statements directly from the generated report.
Next, See the Donors section, and Select All or search and select specific donors, as needed.
Click Generate Statement to see the selected donor reports.
Note: If you have checked the “Email statements to donors” box, all selected donors’ contributions statements will be emailed automatically. Your saved Contribution Email will accompany each statement. If you have not drafted a Contribution Email, the statement alone will be emailed to your donor(s).
If you prefer not to email donors’ statements, simply do not check the Email statement to donors box, and an Export option will appear after you click Generate Statement.