Update: Email End of Year Giving Statements


As of today, you can send your end of year giving statements via email. This was a feature suggestion from one of our churches! It will allow you to email pdf statements to people who have email addresses, and print labels and mailable statements for those that don't.

Here is how to do it:

  • Go to Reports > Giving.
  • Filter to the date range for which you wish to send statements.
  • At the top, you should see a new option called "Email Giving Statements". Click that.
  • Download the pdfs for labels and statements, if you're told that you have members who don't have email addresses.
  • Click, "Send Emails" to send out all of the statements!