Statement Templates

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:

mceclip0.png

 


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 loose 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

Saved templates will be accessible by all users with permission to access the customize statements section. For more information on custom templates, continue using the statements window and refer to Email Templates (as the functionality is similar in both locations).

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

If you hit the Blue "Save" without selecting "Replace Template" the next time you choose this template it will revert to the original template that was saved without your changes. 

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

Screen_Recording_2020-11-12_at_04.00.41_PM.gif

Was this article helpful?
2 out of 4 found this helpful

Comments

0 comments