Generate Statement for Entire Church
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 will appear with the following fields. Fields marked with an asterisk (*) will only appear if the user has the Full Read Financial permission.
Transaction Period - (see below) the time period of the transactions to include in the statement. If none of the built in time periods suit your needs, select "Custom" to enter a specific date range. The default is "Current Year." You will need to change to "Last Year."
Options
Include individual line items? * - If checked, details of each transaction will be included. If not, only the total amount given will be displayed in the statement. The default is yes.
Include non-deductible transactions? * - If checked, payments to non-deductible funds will be included. If not, only deductible contributions will appear. The default is no.
Statement message * - the message to appear at the top of the statement. Use this field to add a personalized message for the person. This message is automatically saved so that it can be reused the next time a statement is downloaded.
Click on "Generate PDF" once you fill out the fields to download the giving statements.
To change your delivery method
In the Display section select "Format" dropdown.
Click on "Email" to send a link to each individual donor where they can download their own giving statement.
When the "Email Format" is selected you will have the option to change the content of the email message.
NOTE: Do NOT remove information with the parentheses "{ }" as this will fill the variables in with the user's profile data.
Important: depending on how many transactions there are, this could take a while.
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