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How do I download a business's giving statement?

Describes how to download the giving statement for businesses.

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



All Businesses

Click on Contributions > Transactions in the left-hand navigation and then select the Generate Statements button.

A pop up appears with the same fields as when you download a person's giving statement. In the Recipients section, select Business. Once you are finished, click on Generate to download the giving statement for all businesses.


Single Business

Navigate to the business and select the Financial tab. Then click on the Generate Statement button.

A pop up appears with the same fields as above; follow those instructions.


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