Statement Templates

Discover how to utilize Breeze's pre-designed statement templates effortlessly! Easily access templates by navigating to the statements editor and clicking "Templates" in the toolbar. Choose from options like Minimalist, Standard, Kitchen Sink, and more, each offering unique features to suit your organization's needs. Customize templates further to ensure compliance and personalization. Save, modify, or delete templates with simple steps outlined in the article.

Here's a video showing how to use a Breeze provided templates, that we've already built to help you get started with your statements:

You can use one of our templates by navigating to the statements editor and clicking "Templates" in the toolbar.  Click on the options below to view different templates breeze provides: 

Breeze Provided Statement Templates

These templates are meant to be a starting place as you customize your templates.  You may decide these templates have everything you want to to have,  or you can always add to these, or take away from what they offer, they are uniquely created to ensure you are complying with what must be included on a statement. Customizing them further is the fun part! 

Minimalist Standard Kitchen Sink Window Envelope Double Window Envelope With Cover Letter Canadian Donor Receipts

This is a very basic statement that looks like the image below, it provides the donor with the total amount of their giving to your organization, and the start and end dates of the giving:

Provides a simpler statement that includes an itemized list of all giving, as you can see below: 

 

This statement includes all of the mail merge options! Leaving nothing off when it comes to including giving break downs on the statement for your donors. You can certainly remove any options you do not want to include. 

This template option allows for you easily use window envelopes to mail your statements out, placing the address in the correct place when folded. This template can be further customized to be unique to your needs. 

If you want to use a template you already created, and have it fit window envelopes, we recommend using tables to put the address in the correct place.  To do so:

• In the statement editor, hover over the table icon in the toolbar and create a table 2 wide x 1 high
• Using your mouse, grab and stretch the table out to span the width of the statement
• Add the name and address mail merge options in the right table cell
• Put the cursor in the left cell and navigate to "Table > Cell > Cell Properties".  Give it a width (you could start with 150) and click "Ok".  This will adjust how wide a space you have to the left of your address.  Tweak this number until it matches your envelope windows.

Uniquely set up to be folded and fit a double window envelope, to mail your statements out.

Allows for a cover letter to be created and attached to the statement.  The cover letter will print, with a page break and the statement will generate on the second page. 

If your account is set to Canada in the Account Settings, you can easily use templates created specifically for this. The Canadian Donation Receipts article will have more information. 

To Save a New Statement Template

Once you have modified your statement to be exactly as you would like it to be, let's be sure to save our template so we can easily access it in the future (and ensure we don't lose it)! 

• Navigate to the Modify Statement Editor
• Click the "..." (three dots) in the top gray bar to open the second row of customization tools. 
• Click on "Templates" > scroll down and select "Save As New Template" > Name the template 
• Click the blue "Save" button

To Modify a Statement Template

• Navigate to the Modify Statement Editor
• Click the "..." (three dots) in the top gray bar to open the second row of customization tools. 
• Click on "Templates" > scroll down and select a template that you would like to modify.
• Make your changes 
• Select "Templates" and scroll down to "Replace Template" > Choose the template you are working on and click "Ok" in the pop-up. 
• Then click the blue "Save" button.

To Delete a Statement Template

• Navigate to the Modify Statement Editor
• Click the "..." (three dots) in the top gray bar to open the second row of customization tools. 
• Click on "Templates" > scroll down to "Delete Template" > Choose the template you would like to delete and click "Ok" in the pop up. 
• Then click the blue "Save" button