Creating Statements

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    info

    Is there any way to include the amount originally pledged when sending mid-year updates to members in one batch? Or do we have to email each individual with customized messages? 

    thanks. 

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    Stephen Ivey

    @info

    You would want to send this out as a Statement. You could do this multiple ways, however, the key is simply making sure that you have included the "Pledge Summary" in your statement. This will export the custom pledge information for each person who pledged and gave towards that pledge! See here:Complete Guide to Creating Giving Statements

     

    Blessings, 

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    jmunzert

    When emailing year-to-date giving statements to all donors is it possible to send the email to both the "Head of House" and "Spouse"?

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    Stephen Ivey

    @jmunzert

    Great question! The contribution statement would be sent to both the head of household and the spouse if they BOTH have recorded giving through the year and different email addresses. 

    Cheers!

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    clyllee

    Is there a way to delete some of the templates I've created? I

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    millerb59

    Whose email address is the "sender" of emailed giving statements? Does it indicate that our church is sending it or is it the person logged in on Breeze?

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    Josh R.

    Hey @millerb59,

    Great question! The email that will be reflected will be of the person who is logged into breeze and is sending out the email to everyone. I hope that helps!

    Blessings!

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    Stephen Ivey

    @clyllee

    Yes! Removing Templates are a Breeze!

    If you cannot properly view the above .gif, here's a link to view it: https://a.cl.ly/E0uERKYB 

    Please let us know if you have any additional questions!

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