Creating Statements

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12 comments

  • Avatar
    pastorsoboma

    Hello Team, Is there an option to attach additional documents to giving statements generated to donors?

  • Avatar
    Sheley

    Hey there - additional documents cannot be added into the giving statements.  However, if they are links to URLs you could put those links in the giving statement email that goes out. 

  • Avatar
    wyndwoman

    Edit:  I think I figured it out.  Before going to reports, if I go to Statements and change the template there, it works as I would expect. I can then go to reports to print the statements.  Apparently we cannot successfully change the template from within Reports... which would appear to be a bug.  :/

    Can someone confirm?

    ----------------

    I'm finding the templates creation/usage extremely confusing and seem to be constantly overwriting my existing customized templates, when I switch from one template to another.  I can't figure out what I'm doing wrong.

    Usually I'm starting from within reports, having filtered all of the people I want to receive a particular statement.  I hit the "statements" button, then the edit pencil.  If it doesn't already have the correct template loaded, I hit "Templates" and choose from the list of templates I have saved.  Nothing happens.  It doesn't load the saved template.  Instead, it overwrites the template I want with the material that was there when I first opened the template.   I.e.  I want to send out Arrears statements.  When I open the template, it's still on "Quarterly Statements."  I click on templates, choose "Arrears" out of the list.  It doesn't load Arrears, it overwrites the Arrears statement with the Quarterly statements template.   It seems to be doing what "replace template" threatens to do in it's warning statement.

    Where am I going wrong?

     

     

  • Avatar
    kimberlyfathauer

    Is it possible to email both the head of household and the spouse their statements?

  • Avatar
    Emily W.

    Hi Kimberly!

    Yes. It will generate a statement for everyone who has given within the range and send to both HOH and spouse if they have an email listed. If you want them to have separate statements, don't check group by family. Otherwise, it will say both of their names like this: :) 

  • Avatar
    Cynthia Moreno

    I am new to Breeze and I'm excited to start! The church I work for prefers to give only a total on giving statements. Am I missing it? Is there a way to do this? 
    Thanks

  • Avatar
    Emily W.

    Hi Cynthia!

    You can include a total amount by simply:

    1. Bring up the "Print Statements" window
    2. Click the pencil icon in the lower left of the window.
    3. 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. You would want to select "Total Amount".
    4. Click "Save"

    Happy Breezing!

  • Avatar
    secretary

    I want a report that has everyone in breeze, and the total amount they have given, even if they have not given anything.  I would like to be able to sort it by a field I have added, or at least export that to excel so I can sort it by a field I have added.

  • Avatar
    Emily W.

    Hi Secretary! 

    Here is a great resource that will help you pull this report and after you can download as excel! :) 

    Searching Contributions and Creating Giving Reports 

  • Avatar
    dandercyk

    When I go to print the statements for donor's without email addresses, there is at least one family that I know has an email address for that family. The husband does not have and email address but the wife does.  Why is the statement showing up on the donor's without email?  It was grouped by family.

  • Avatar
    ccuu

    is it possible to include the "notes" field when creating statements? i don't see it in the list of merge items.

    thanks!

  • Avatar
    Emily W.

    Hi ccuu!

    This is will be most helpful in customizing the statement to add a note: Customizing Statements

    Happy Breezing! :) 

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