Step 1: In your Dashboard, select "Contribution" in the drop down menu

  • Select "Statements" in the side menu
  • Select "Create Statement"

Step 2: Filter your Data - choose a date range, your church, and Giving Type.
Select "Next"

Step 3: Customize Message - create a Subject and Body for an email
Select "Next"
Pro Tip: This is only necessary if choosing to email the statements out to donors.

Step 4: Search for an individual donor, or select "All Donors" within your set parameters
Select "Next"

Step 5: Choose the delivery method
Select "Finish"

* Statements can be emailed, printed, or downloaded

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