Transaction statements can be used as donor or pledge reports. They're useful for nonprofit organisations and businesses that need to send activity reports to their donors, but don't need a running balance or amount due.
Create a transaction statement for a donor
Like a balance-forward statement, a transaction statement shows all activity between start and end dates you choose. Here's how to create a transaction statement for a donor:
- Go to Sales and select Customers (Take me there).
- Find the customer you want to create the statement for.
- Note: Based on your company setting type you may see customer label as Donor or as vice versa.
- In the Action column, select the dropdown, then select Create statement.
- From the Statement Type dropdown, select Transaction Statement.
- Select the Start Date and the End Date.
- Select Apply, in case you've changed any statement criteria.
- (Optional) Select Print or Preview to review the statement prior to sending to your donors.
- Select Save and send, then select Send.
Create multiple transaction statements
You can also create multiple transaction statements:
- Select + New.
- Under Other, select Statement.
- From the Statement Type dropdown, select Transaction Statement.
- Select the Start Date and the End Date.
- Select Apply, in case you've changed any statement criteria.
- Select the Statements available tab.
- Uncheck any recipients for whom you don't want a statement.
- (Optional) Select Print or Preview to review the statement prior to sending to your donors.
- Select Save and send, then select Send.