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How to create single or multiple transactions statements for donors

by Intuit Updated 4 weeks ago

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:

  1. Go to Sales and select Customers (Take me there).
  2. Find the customer you want to create the statement for.
    1. Note: Based on your company setting type you may see customer label as Donor or as vice versa.
  3. In the Action column, select the dropdown, then select Create statement.
  4. From the Statement Type dropdown, select Transaction Statement.
  5. Select the Start Date and the End Date.
  6. Select Apply, in case you've changed any statement criteria.
  7. (Optional) Select Print or Preview to review the statement prior to sending to your donors.
  8. Select Save and send, then select Send.

Create multiple transaction statements

You can also create multiple transaction statements:

  1. Select + New.
  2. Under Other, select Statement.
  3. From the Statement Type dropdown, select Transaction Statement.
  4. Select the Start Date and the End Date.
  5. Select Apply, in case you've changed any statement criteria.
  6. Select the Statements available tab.
  7. Uncheck any recipients for whom you don't want a statement.
  8. (Optional) Select Print or Preview to review the statement prior to sending to your donors.
  9. Select Save and send, then select Send.
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