Complete Guide to Creating Giving Statements

Was this article helpful?
139 out of 147 found this helpful
Sorry this article wasn't more helpful - we'd love to improve it! Can you let us know what it was missing?

Comments

6 comments

  • Avatar
    MotherMindyStJames

    We print quarterly statements so that people know how they're doing with their pledge. How do I get statements for those who have pledged, but gave nothing so far? If there's no dollar amount given, it won't print a statement. Thank you.

    0
    Comment actions Permalink
  • Avatar
    Emily W.

    Hi @mothermindystjames!

    Thanks for reaching out! I have provided a great resource that will help you get these desired results:

    Managing Pledges

    Happy Breezing! 

    0
    Comment actions Permalink
  • Avatar
    mmcmullen

    Two questions 

    1. Is there a way to have more than one letter to send? For instance, I want to send a letter with all contributions listed and pledge payment progress to date, but for those who didn't pledge this year it says "No pledge information." So, I want to have one letter for those who have pledged and one for those who didn't.

    2. For the pledge information, the way my letter comes out is below. Is there a way to get that all on one line?

    "As of September 30, 2019, you have paid
    $250.00 for the $1,020.00
    pledged for the fiscal year.

    Thank you!

    0
    Comment actions Permalink
  • Avatar
    Stephen Ivey

    @mmcmullen

    Thanks for reaching out to the Forum! We're going to move your request over to Support in order to better serve you. 

    Cheers!

    0
    Comment actions Permalink
  • Avatar
    office

    We track our donations, church use income and preschool student income through Breeze, is there a way to separate these categories out when printing statements so we only print donations and not income?

    0
    Comment actions Permalink
  • Avatar
    Stephen Ivey

    @office

    Yes! Simply select the Funds that would like to be included on the Statement from the contributions Reporting, then Print/Email your statements from there! 

     

    If you have any additional questions, please let us know!

    0
    Comment actions Permalink

Please sign in to leave a comment.