Contribution Statements

NOTE: See the Contributions article for full explanation of posting contributions. Also, see the article about Contribution Statement Types as you will want to make sure these are set correctly before generating the statements.

Contributions Statements can be generated in two ways (both are PDFs):

1. For an individual/family
   • Go to the person’s people record
   • Click the Contributions link in the Other Managerment section of their record
   • Select Statement
   • In the dialog box, enter the date range
   • The statement will be generated
2. For all donors
   • Go to the Contributions header in the menu
   • Select Reports
   • Then selects Statements (All)
   • Enter the date range (leave PDF checked)
   • You will see the status…Total Contributors, # Processed and the Time elapsed
   • Once they have finished you will have a PDF file with all the contribution statements
   • NOTE: Families will be grouped together with page numbers (page ? of ?) so that you can put them in the same envelope, if desired.

There is a Setting that can be created by the database Admin, that allows you to set the minimum contribution amount required for a statement to generate. This is created on the Settings page. Type the name of the setting (MinContributionAmount) in the New Setting field and click Create. Then click inside the Setting field to edit the text. Enter the amount you want for the minimum as a whole number (ex. 200) and then hit Enter. Your starter database may have this setting and you just need to adjust the amount to fit your requirements.

Some churches choose to generate quarterly statements for their donors while some generate them only at the end of the year. Because you control the date range, you can generate them whenever you like. NOTE: There is some administrative set up involved before you generate statements for the first time. See the Statement Header article about how to customize the header and notice on your church contribution statements.

Be sure to see the help article about Contribution Statement Types and Envelope Types in order to insure that you have your donors set up correctly to receive the appropriate type of statement…i.e. either Individual or Joint.