PSFS Offering - Statements: 3 How to create Contribution Statements

How to create Contribution Statements

 


Setting up Contribution Statements

        1. Click the Reports tab.
        2. From the Category menu, select Contributions. Then, select Statements from the Report menu. 
        3. Starting on the Fund tab on the right side of the screen, select individual funds by clicking the checkbox next to eachA, select all of the funds displayed on the page by selecting the box in the headerB, or select all the funds that exist by selecting the box in the header then marking the option to select all the records which will display above the list of funds.
        4. Click the Options tab: Fill out the report options and filters according to your needs.
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        1. Click Template to advance to the Template tab.
          Template.png
          On this Template tab, you can create a common, customized message to include with your contribution statements. Fill in the information that meets your needs.

          The signature option allows you to browse for a stored signature on your hard drive or use one that already has been used and stored in your current application.

          In the Body of Statement section, if you need to create a new template, you may do so by selecting the New Template option. Then in the Statement area provided, type the text of the message. You may copy and paste this text from another document if you'd like. Be sure to give this template a name before clicking the save icon. If you have an existing template, created and saved from this application, the template name will be in the drop-down.
        1. Click Givers to advance to the Givers tab.


          You may either mark the individual checkboxes to the left of the givers for which you are printing statementsA, choose all the givers displayed on the current page by selecting the checkbox in the headerB, or select all givers by selecting the checkbox in the header and then clicking on the link to select all givers.
        2. Click View Statements. Use the toolbar buttons at the top of the viewer to page forward or backward through the report, or to save, export, or print it.

          Following is an example of a Contribution Statement that contains a personal message (created on the Template tab) along with family contribution details.

          If you chose not to include a personal message to accompany the statement, the software automatically removes the salutation ("Dear...") and moves the detail portion of the report up so that it immediately starts on Page 1 of the report.

 

Printing, Viewing, and Saving Contribution Statements

      • After you click View Statements, the statements you created are shown in the Report Viewer. 
      • Our Statements are made to work with #10 Envelopes so that the addresses align with the envelope windows. 

 

Printing Mailing Labels for Contribution Statements

To print mailing labels for contribution statements:

      1. Click Givers.

      2. Individually select the givers you are mailing statements to. Alternatively, click the checkbox in the header (next to the Family Name) to select all givers.

      3. In the bottom-right, click Print Labels. The Report Viewer opens to let you preview the labels before printing the whole set. Labels are sorted and printed in A to Z order by last name.

      1. Do one of the following:

  • Click  to print all of the mailing labels.
  • Click  to print the current page of labels only.
  • Click  to save the labels.

 


Related Articles

How do I generate e-statements

How to create EOY contribution statements for members within families

Setup options for the Contribution Statements Report

How to print contribution statements for non-givers

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