Customizing Statements

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  • Avatar
    Martha Hale

    I have the updated template/statement and it is saved.  But I am at a lose as to where to go to send (to all donors).  

     

  • Avatar
    Emily W.

    Hi Mhale!

    To print a statement for all donors:

    1. Navigate to "More > Contributions > Statements."
    2. Click "Print."
    3. Select the desired date range and click "Print Statements."

     

  • Avatar
    aliciaalcantara

    Hello.  I'm new to Breeze and I'm using a template that was previously created by my predecessor.  Greetings appear wrong on many of the statements so I'm wondering how can I customize greeting for each donor, i.e Family, or Dear Don or Dear Don and Donna using one template.  Does it have to do with how the names are entered in the donor's profile.

    Thanks.

  • Avatar
    Sheley

    Hey @aliciaalcantara - great question!  When you're customizing the statement, under the Mail Merge dropdown > Other, you'll see some options where you can choose how you'd like to address the statements.

  • Avatar
    ryand

    Is there a way to customize font? 

    Thanks! 

  • Avatar
    Sheley

    Hey @ryand - not the font style itself, but you can customize the size, boldness, italics, colors, etc. 

  • 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.

  • 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! 

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