Complete Guide to Creating Giving Statements

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    Amy

    Great information!

    Is there anyway to delete the name column on the statements? We feel it is unnecessary to have that.

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    Sheley

    Hey Amy!  There sure is - you'll want to customize the itemized list.  Here's some information on that: https://support.breezechms.com/hc/en-us/articles/360013248753

    Look at the "Itemized List" row (7th row down on the table) and you'll see the different ways that you can pick and choose what information you'd like to include.  Here's examples of what you could write: 

    [itemized:date:name:method:amount]
    [itemized:date:envelope:amount]
    [itemized:date:fund:method:amount]
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    tricia

    Is there a way to merge people?  For instance, a guy writes checks from company account, and sometimes from personal, but its really just him.  Or sometimes a name is entered twice - perhaps misspelled on one.

     

    Thanks,

    Tricia

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    Joe Honzik

    In statements -> email -> customize statement, why can't I type anything below [church_name] ? I want to add church address and contact info. I can only type above [church_name] but not after or below.

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    Emily W.

    Hi @joehonzik

     

    Happy to help! Reaching out via a support email to troubleshoot this issue with you! 

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    Sheley

    Hey @Tricia - check out this article on how to combine profiles: Combining Duplicate Profiles

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    sue

    I'm interested in changing the font on the statements.  I'm not able to find where this is possible.  Is it?

    Thanks!

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    sue

    I found it!  It just needed me looking a bit deeper.  Thanks. 

    I love the ease of this program!!

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    jwinters

    I found the option to change font size, but unless I choose 10 point font, it does not work. I print the statements to a PDF file to get them printed later. The PDF file prints, but when I try to open it I get an error citing “There was an error processing a page. There was a problem reading this document (109). It only happens in font sizes other than 10 point ...

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    Emily W.

    Hi Sue!

    That is great news! Thank you for the kind words! Glad you are a part of the Breeze family of churches!

    @jwinters!

    I am so sorry to hear that you are experiencing this issue! Would you mind to try and replicate this issue in another browser to see if you are getting the same results? If so, would you please contact support with this so we can troubleshoot this issue further! 

    Happy Breezing! 

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    jwinters

    Emily, it looks like it will work for me in Chrome. Thanks!

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    brydonmarks

    Hi, I'm having some trouble sending e-mail statements... I want to email statements just to those who are members and attenders (and a couple of other statuses).

    If I go to Contributions > Statements > Email and click specific people, it tells me to go to reports and select email from the drop down menu.

    But when I got to Contributions > Reports, run a report for the year (1/1/18-12/31/18) and the people (Status= Members, Attenders, etc.), it only gives me the option to choose Download Excel or Print Statements (which gives the further option of printing mailing labels).

    What am I missing?

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    brydonmarks

    Wait, Sue! How did you change the font on the statements?

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    sue

    brydonmarks: 

    On the "Modify Statements" screen, there are options at the top... Bold, Indent, Italicize, etc...   And there are three little dots at the end of this line.  If you click that, more options will appear for you.  Font sizes will be there.

     

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    Emily W.

    Hi @brydonmarks!

    Happy to help! Please look for an email with further instructions from Breeze support. :) 

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    sue

    Also, to your other question about emailing statements.

    There should be dropdown option under "download as excel" that says "email statement"  If it's not there, you may have something that needs to be adjusted in an overall setting.  If you still need more help, I'd contact support.  They have been SO instrumental in my learning process.

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    austinscott307

    Is there a way to put the rows and columns in a grid format almost like Excel? I feel like this would make it look a little cleaner especially if a contributor gives a lot throughout the year.

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    archielee

    For item #4 "Customizing Columns that Appear" below the video you provide a link:

    Check out the "itemized list" row in this table.

    However when I click on it, the page it is linked to does not provide the needed list of items to create a customized list.

    You do however in the comments section you do provide the correct link:

    https://support.breezechms.com/hc/en-us/articles/360013248753

    you might want to update item #4 with this link. 

    thanks.

    archie

  • Avatar
    Sheley

    Hey @austinscott307 - great question!  At this time the rows and columns do not have an ability to put a grid around each contribution.  We do try to lay them out as clearly as possible, but we completely understand how if someone has a lot of donations that can be difficult.  Apologies for that. 

    @archielee - thank you so much for that great catch!  I have updated this document to reflect the correct link.  I really appreciate you bringing that to my attention.

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    info

    A few questions, please:

    1. The right margins in the "itemized" and "funds summary" mail merge items don't quite line up. Is there some way to adjust these?

    2. Is there any possibility the column headings in the itemized list could be made bold or underlined to set them off a bit from the line items?

    3. I would echo the desire to be able to adjust the spacing or do a grid (alternating line shading, perhaps) for the itemized donations. It is kinda monolithic text blocky for longer statements. It would also be nice to have an itemized option that groups and subtotals the items by fund.

    Thanks!  :)

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    office

    I echo the request to be able to make the column headings in the itemized list bold or underlined to set them apart, and also the desire to adjust column margins and do a grid or alternate line shading, which would really really help the readability, especially of the longer statements.

    Another question I have that I don't see in any of the comments above is this: is there a way to include an itemized list of individual donations that are greater than a certain number (i.e. $250.00, as per IRS regs) on the giving statement so that I don't have to go back and produce a separate statement for that? Emailing people two separate documents seems to really confuse them, even though I am very specific about labeling and explaining them in my emails.

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    Emily W.

    Hi @info and @office! Thanks so much for sharing these requests with us! You bring up some great points in what you're trying to accomplish in Breeze and we sincerely appreciate this feedback! It is very helpful to us and drives us to be better!

    @office step number 11 will walk you through how you can include those who have given over an amount like $250.  @info I will reach out via a Support email that will be able to explain with further instructions and steps on how to accomplish these within Breeze. Happy Breezing!

    Emily

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    peaceluthelca

    Is it possible to add page numbers and/or a note at the bottom, such as "continued", so people know to look at the back of the page?

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    Shelly Spencer

    Need some tips on how to exclude people (mainly non profit organizations) who won't want a receipt. Would I identify them manually, and add them to a tag? I know I can create a custom search and narrow my report to people of a saved search. Is there a better method? Thx.  - Shelly @ Butler Church

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    Sheley

    Hey @peaceluthelca - we don't have a "print page number" option, unfortunately.  I would recommend either printing one sided, or possibly writing something in your letter about how it may continue onto the back side. 

    Hi @info - the best method would be to either put everyone that you don't want a statement for into a tag and then excluding that tag as you said.  Unless you have all the people that you do want a statement for already distinguished with some sort of profile field or tag, adding your organizations into a tag will probably be the easiest method. 

    Thanks! 

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    office

    Can I add my own header? I would like to add the church's letter head to the statements

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    jwinters

    I created a letterhead (graphic and text) in PowerPoint, saved it as a jpg, and then inserted it as an image at the top of the template.  It looked great!

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    brydonmarks

    Hi peaceluthelca... I was having the same problem -- awkward page breaks for our frequent givers -- and I couldn't find a solution either. Finally I just tagged those people and ran reports for them Jan-Jun and July-Aug so they had full records with the important text on each page. It's not much of a solution, but it got our giving statements out the door.

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    Emily W.

    Great ideas! 

    @office you can add an image that would work as a header :) 

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    lauriee

    thanks for the tip on using reports as a way to print statements and include archived people.  It works great!  We have one issue we can't resolve, though.  Some people with emails want snail mail statements but emailed  newsletters.  We have a Snail Mail Communications tag and an Email Communications tag.  BUT, archived people don't show up in tags.  So, if we filter for both archived and not archived and snail mail communications, we don't get any archived people.  How can we have archived people with emails get snail mail?  Erase their email when we archive them?  I wish archived people showed up in tags if you were filtering for both archived and not.  Any chance of that?

    Also, this Moving Contributions link doesn't work:

    If you'd like to learn more, check out our documentation on archiving people and moving contributions from one person to another.

    Thanks!  We love Breeze!

     

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