Producing giving statements for your givers
You can easily produce beautiful, styled Statements of Donations that can be printed or emailed to your givers.
You can produce individual giver statements by selecting Statement of Donations from a giver's profile page in the Giving module.
...or they can be produced as a batch for multiple givers - either printed or emailed - from the Statement of Donations report in the Giving module's Reports section.
The Statement of Donations report can be optionally filtered by giver Tags, Funds or just those statement where the Total amount of donations is within a certain range. There are also Options to Hide logo, Include donation notes (not giver Notes), only those statements that have Gift Aid (UK only), or only those Givers without email addresses. Click Generate to apply the selected filters and options and preview the matching results.
To email the Statements, click Send statements. Optionally select whom the statements are emailed From and the email Subject. When you are ready, tick the confirmation checkbox and click Email Statements.
A success message confirms that the statements have been submitted to ChurchSuite's server for processing and emailing - statement emailing happens as a background task, meaning you can continue working without having to wait for large numbers of statements to be rendered, submitted and processed.
If there are any Statements for Givers without email addresses these will obviously not be emailed. Instead, select the Givers without email only option and click Generate to filter a report of matching statements - It's then a simple task of printing those Statements in hard-copy form ready for distribution manually or posting.
All sent Statements are logged in the giver's Communication log, visible in the Recent Activity section at the end of their giver profile page (not on their Address Book contact profile), and also in the Communication report in the Giving module's Reports section. Where a giver profile is set as a "Couple", the statements will be addressed to both partners and sent to the primary giver's email address only, otherwise the statement is addressed to the giver.
Customising giver statements
A certain amount of customisation is possible for statements of donations. Head into the Giving module's settings (via the cogwheel in the top right corner of the module). On the Module Options tab, scroll down to the Statement of Donations section where you can add (and format) a custom message that will appear on each Statement that is emailed or printed.
Any custom message added is positioned on the final statement in between the statement summary and the donation transaction listing. It is not possible to change the order or further customise the "system" sections on the Statement.