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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. 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.



Note
titleChanging Sender's name and email address

If you want to change the default sender's name and email address, follow these steps before sending the email.

  1. Click on the Notice tab
  2. Select More Options

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  3. Enter the desired Sender's Name
  4. Enter the desired Sender's Address
  5. Click Save

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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. Watch the progress in this window. 
  6. When complete, click Close. All of your statements have been emailed!

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