How to reprint an individuals statement

You have emailed out your statements and then you get a call, someone who received their statement by email wants you to also mail them a statement. Here is how you can easily print (or email) a single statement for a person, family, or select few people: 

 1. Navigate to a person's profile in Breeze. 

2. Click Giving on the left-hand side. 

3. Adjust the start and end date to reflect the date range you are looking to print their statement for. 

4. Click the Dropdown Arrow beside Download as Excel select Print Statement or Email Statement. 

Resultado de imagen para gif example

 

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments