Print Statements
Statements can be printed for a specific person, a group of people based on a filter, or for everyone in the church:
Printing a Specific Person's Statement
- Navigate to the person's profile you'd like the statement for.
- Click "Giving" on the left navigation bar.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Print Statement" from the dropdown list and then click the "Print Statement" button.
Printing Statements Based on a Filter
Printing a giving statement based on a filter allows more control over what appears on the giving statement. Users can filter by fund, amount, or any other criteria, and only contributions that match the filter will be used when creating the statement.
- Get contribution reports for the contributions you'd like to include in the giving statement.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Print Statement" from the dropdown list and then click the "Print Statement" button.
Printing All Donors' Giving Statements
To print a statement for all donors1:
- Navigate to "More > Contributions > Statements."
- Click "Print."
- Select the desired date range and click "Print Statements."
Save as PDF: Printing statements will load a web page showing statements in a printer-friendly format. If you'd like to save this as a PDF, we'd recommend using a browser's print function to save to a PDF. For more information see how to save to a PDF via the Chrome browser.
Double Sided Printing: If you plan on printing statements on both sides of the paper (two-sided printing), prior to printing, close the print dialogue window and click "Two-Sided Printing" in the upper left of the preview screen. This will create extra pages where appropriate so the front of one statement never prints on the back of another (note that only Internet Explorer and Edge browsers support this functionality).
Email Statements
Emailing statements allows users to send statements to an individual via email. Statements are sent as attached PDF files. If sending to multiple people, each recipient will receive only their giving statement as the attachment.
Emailing a Specific Person's Statement
- Navigate to the person's profile you'd like to email the statement for.
- Click "Giving" on the left navigation bar.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Email Statement" from the drop-down list.
- Compose your email and click "Send."
- Find contribution reports for the contributions you'd like to include in the giving statement.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Email Statement" from the drop-down list.
- Compose your email and click "Send."
- Emailing a giving statement based on a filter allows more control over what appears on the giving statement. Users can filter by fund, amount, or any other criteria, and only contributions that match the filter will be used when creating the statement.
To email a statement to all donors:
- Navigate to "More > Contributions > Statements."
- Click "Email."
- Select the desired date range and click "Continue to Compose Message."
- Compose your email and click "Send."
- Emailing statements to all donors will email statements to people who have given in the specified date range (including archived people). People who have not given in that date range will not receive a statement.
If a person is on the "do not email" list, statement emails will still go through
Customize Statements
Statements can be customized to include whatever information you'd like (e.g. logo, text, etc). To customize a giving statement:
- Bring up the "Print Statements" window
- Click the pencil icon in the lower left of the window.
- Customize the statement how you desire. Use the "Mail Merge" dropdown to specify person-specific information such as name, amount given, or date range of statement.
- Click "Save"
The following information is available to insert into your statement by using the "Mail Merge" dropdown on the toolbar.
| Name | Description | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Name | Donor's Name. If part of a family, names of adult's will be used (e.g. 'John & Jane Smith') | ||||||||||||||||||||||||
| Address | Donor's Address | ||||||||||||||||||||||||
| Start Date | Contributions included start at this date | ||||||||||||||||||||||||
| End Date | Contributions included end at this date | ||||||||||||||||||||||||
| Church Name | Name of your church as defined within "More > Account Settings" | ||||||||||||||||||||||||
| Total Amount | Total amount of tax-deductible contributions given | ||||||||||||||||||||||||
| Itemized List |
An itemized list of each tax-deductible contribution given. You can also specify which columns show up on the itemized list by adding specific text. [itemized:date:name:method:amount]
[itemized:date:envelope:amount]
[itemized:date:fund:method:amount]
|
||||||||||||||||||||||||
| Funds Summary | A list of each tax-deductible fund the donor has given to along with the total given to each of those funds | ||||||||||||||||||||||||
| Pledges Summary |
A list of pledges that were active during any part of the selected date range. [pledges_summary:campaign_name:date_range:amount:remaining:percent]
[pledges_summary:campaign_name:amount:remaining:percent]
[pledges_summary:campaign_name:amount:remaining:percent:campaign-5823]
|
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| Envelope Number | The envelope number of the donor (lists all envelope numbers if people in family have different numbers) | ||||||||||||||||||||||||
| Family Members | A list of all family members | ||||||||||||||||||||||||
| Non Tax Deductible Total Amount | Total amount of non tax-deductible payments | ||||||||||||||||||||||||
| Non Tax Deductible Itemized List |
An itemized list of each non tax-deductible payment. You can also specify which columns show up on the itemized list by adding specific text. [itemized_non_tax_deductible:date:name:method:amount]
[itemized_non_tax_deductible:date:envelope:amount]
[itemized_non_tax_deductible:date:fund:method:amount]
|
||||||||||||||||||||||||
| Non Tax Deductible Funds Summary | A list of each non tax-deductible fund the donor has given to along with the total given to each of those funds | ||||||||||||||||||||||||
| Family Name | The last name of the family surrounded by 'The' and 'Family' (e.g. 'The Smith Family'). If the person is not a part of a family, the person's name is used instead (e.g. 'John Smith') | ||||||||||||||||||||||||
| Family Members | A list of all family members | ||||||||||||||||||||||||
| Unique ID | A unique number (this number changes each year) | ||||||||||||||||||||||||
| Today's Date | The current date with the full month name listed (e.g. January 14, 2018) |
Statements can also be customized via the preview screen when emailing statements.
Statement Templates
We've provided a number of different statement templates you can use. This allows you to select the template that most closely matches your needs and tweak it to perfectly display how you'd like it to. To select a template:
- Bring up the "Print Statements" window
- Click the pencil icon in the lower left of the window.
- Click the "..." icon in the toolbar to expose the second row of buttons
- Click "Templates" and select the template you'd like to use
Statement Logic
Breeze has built-in logic that intelligently retrieves the list of statements the user most likely desires. While most users will never need to reference this section, for users who would like a peek under-the-hood to better understand this logic, here is how Breeze determines what statements to retrieve:
When Printing/Emailing Statements for a Specific Person
When printing or emailing statements for a specific person:
- Breeze will generate a statement for that person. The option to generate a statement only exists if that person has giving history within the specified date range.
When Printing/Emailing Statements from a Contributions Search Result
When printing or emailing statements based on a specific contributions search result.
- Breeze will generate a statement for everyone in the list.
When Printing/Emailing Statements for Everyone
When printing or emailing statements for everyone using the buttons located at "More > Contributions > Statements":
- If the church's customized contribution statement does not include any of the non-tax deductible mail merge fields:
- Statements will be generated for people who have tax-deductible giving
- Statements will be ignored for people who do not have tax deductible giving (even if they do have non-tax deductible payments)
- If the church's customized contribution statement does include any of the non-tax deductible mail merge fields:
- Statements will be generated for people who have tax-deductible giving
- Statements will be generated for people who have non-tax deductible payments (even if they don't have tax-deductible giving)