Publishing Giving Statements
To set this up, simply log into the Admin Area and go to Financial > Giving Statements.
When the page loads, click the ‘Publish Giving Statement’ button.
Enter the details for the Giving Statement. You can limit what sort of transactions and pledges are included.
Emailing or SMS Published Giving Statements
You can email a link to allow your members to download their giving statements without having to log in.
To do this, simply select the ‘Send Giving Statement’ option on the left of the list of statements, and select your preferred contact method.
Downloading Giving Statements
Church Members can access their Giving Statements by logging into their account and going to the ‘My Profile’ page in Member Area.
From their left hand side menu, they should now see a ‘Download Giving Statements’ link.
A page will then load listing their Giving Statements. They can click the ‘Download’ button to obtain a copy of the Giving Statement in PDF format.
Printing Giving Statements
You can generate a giving statement report via the Admin Area, by going to Financial > Reports. From there, choose the ‘Giving Statements’ report and enter your criteria to generate a printable copy of giving statements.