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Open Contribution Statement Email report

Doc pathPathReports > Reports → Contribution Reports > → Statements/Receipts > → Contribution Statement Email

Setup Information under Search

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1. In our example, we are going to select Total Only. No other options will be changed.
2. Now, select Select Notice

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Configure of the email Notice

1. Under the Notice option, click on the 'Select/Add' button.
2. Click Add 
3. Enter a name/description for the Notice.
4. Click OK
5. Ensure the Notice you just added is selected.
6. Click Choose

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1. Click Format

Review Format Options

1. The selections in this window allow you set up how your This window allows you to configure how statements will be printed. 
2. Make the desired changes you wish in this window, then click Messages.

Messages Option

1. Enter Giver Message
2. Enter Non-Giver Message
3. Enter the term descriptions for the Total Descriptions (deductible and non-deductible terms).
4. Now you are ready to send the statements, click Send in the upper lefthand corner.

Confirm Email

1. Review the list of emails to be sent. In our example, we are only sending a statement to one giver.

2. If you wish to send emails to staff members, enter their names and email addresses in this section. 
   
   

   Note
   Staff email addresses, as well as, a Privacy Notice may be set up under System Preferences. For more information, see Setting up Staff Addresses and Privacy Notice.

3. Click Send
4. Verify you wish to send an email notice by clicking Yes.
5. You can watch Watch the progress of the sending of the giving statements in this window. 
6. When it is complete, click Close. All of your statements have been emailed!

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