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How do I download a business's giving statement?
How do I download a business's giving statement?

Describes how to download the giving statement for businesses.

Updated over a week ago

You will need the Limited Read Financial permission to perform this action.

For All Businesses
Click on "Contributions > Transactions" in the left hand navigation and then on "Generate Giving Statements" from the drop down at the top.

A pop up appears with the same fields as when you download a person's giving statement. but select the business tab at the top. Once you are finished, click on "Download" to download the giving statement for all businesses.


For a Single Business

Navigate to the business and select the "Giving" tab. Then click on the "Download Giving Statement" button.

A pop up appears with the same fields as when you download a person's giving statement. Once you are finished, click on "Download" to download the giving statement for the business.

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