Customizing Statements

Was this article helpful?
14 out of 22 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

9 comments

  • Avatar
    Elisabeth

    Hi,

    We are finding the formatting of the statements a little confusing.  Is there a way to bold column headings or change spacing when generating statements using the mail merge commands (e.g., pledges_summary and itemize) ?  It would be useful to be able to format the resulting statement so that our parishioners can easily read and interpret the information, especially since they have not seen this kind of print out from the church before.

    0
    Comment actions Permalink
  • Avatar
    Emily W.

    Hey @elisabeth!

    I am so sorry to hear that it has been confusing. Happy to help clear up any confusion. We really want it to be quite a breeze for you. :) 

    You can customize the size, boldness, italics, colors, etc. by using this section here: 

     

    Here are some additional resources that might be helpful too:

    Complete Guide to Creating Giving Statements

    Creating Statements

    Hope this is helpful! If you have further questions, please don't hesitate to email or call Support.

    We are here and happy to serve.

    Blessings! 

    0
    Comment actions Permalink
  • Avatar
    mmcmullen

    I am using the code [pledges_summary:amount:campaign-nnnn] to put the amount each person has paid toward their pledge for the current fiscal year. The code works well, but this is how it looks:

    As of September 30, 2019, you have paid
    $240.00 of $1,440.00
    pledged for the current fiscal year.

    How can I get this all on one line?

    0
    Comment actions Permalink
  • Avatar
    Stephen Ivey

    @mmcmullen

    Thanks for reaching out to the Community! Unfortunately, the code is programmed to show up on two lines and cannot be manipulated at this time. We do understand that this limitation for customization may not be super "Breezy" for you, but feel free to submit it as a feature request! Submitting Feature Requests

    Please let us know if there's anything else that we can do to serve you!

    0
    Comment actions Permalink
  • Avatar
    daw30410

    Emily W, I feel like you missed the point of Elizabeth's question. Well, if not, then I have a couple of related questions.

    thought that that Emily was suggesting something similar to what I was going to suggest: that the column headers in the itemized list be set out somehow, either bold, or underlined, something like that. It would make the table easier to read. The explanation above makes it sound like you might be able to do something like:

    [itemized:date:fund:amount]

    but when I tried that Breeze totally didn't recognize those as valid fields.

    Also, as far as I can tell, you can't control the font that's used, and it sure looks like the font for the generated sections is different from user-supplied text. For example, "Thank you for your contribution of [amount] that [church_name] received..." uses a slightly different font (or size?) for the inserted values. If that's something I did inadvertently, I don't know what or how to reverse it.

    And then, one other thing that would be handy would be a way to adjust column widths in [itemized].

    I guess, though, that all of this should go as a feature request.

    0
    Comment actions Permalink
  • Avatar
    Stephen Ivey

    @daw30410

    Thanks for the feedback here! Concerning the Custom itemized output, you can produce [itemized:date:fund:amount] effectively in your statement. See here: https://share.getcloudapp.com/geuY7AN7 

    The other areas you mentioned would certainly be more suitable for a feature request! Your feedback is what helps us make Breeze an outstanding product. 

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

    0
    Comment actions Permalink
  • Avatar
    suzanne

    We would like to email statements of contributions to given pledge campaigns. While each covers a given church fiscal year (July-June), members may pre-pay pledges up to 2-3 years in advance. Can we customize a statement to cover a longer time period but report on only ONE fund?

    0
    Comment actions Permalink
  • Avatar
    daw30410

    @suzanne From my observation, Breeze will only count contributions toward a pledge when they're made in the date range of the pledge. Yes, it sure would be nice if contributions made before or after the official pledge period counted toward the pledge. I ran up against this myself.

    I get around this by setting the start date of a pledge (or all in the campaign) early enough to catch those early payments. Of course, that completely messes up pledges recorded as "$x/week" (or month, or...). Since the pledge lifetime becomes longer, it "enhances" the total pledge amount. Not what you want. It also means the pledge description in your statements would be off. I revert to just recording as a total amount, but that's suboptimal.

    I guess what we'd really want is some kind of configuration like "campaign runs from A to B, but accept contributions between Y and Z," where Y and Z cover at least A to B.

    The complication would come if you had two campaigns that applied to the same fund, for example if both your 2019 campaign and 2020 campaign referenced "Annual Budget." If any of the dates above overlapped, which campaign would you use for the ambiguous dates? (We solve that by using different funds for each year, like 2019 Budget, 2020 Budget, etc. That way a giver can explicitly say this is a pre-pay for next year, or a catch-up for an underpay last year.)

    I'd considered doing a feature request for this, and now that I've seen someone else has experienced the same thing, maybe I will,

    0
    Comment actions Permalink
  • Avatar
    Stephen Ivey

    @suzanne

    The explanation below is correct! Using multiple funds here helps you get around any report roadblocks. Please reference our explanation of this under the Pre-Paid pledges part of this documentation: Managing Pledges 

    Thanks for the help @daw30410!

    0
    Comment actions Permalink

Please sign in to leave a comment.