Customizing Statements

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4 comments

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    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.

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    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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    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?

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    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!

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