Have your donors been kindly donating on a regular giving program or at frequent intervals during the last fiscal year? And now that it’s come to the end of a financial year, they would like a copy of their receipts or annual statements to file with their tax return, wouldn’t they?
Producing annual statements can be fast
If you are like many organisations and spend hours extracting reports and producing complicated mail merges that have summaries of transactions by donor, then you may be interested in a new update in Payments2Us where you can very quickly create a single Statement or many thousands of Statements in a few minutes.
The statements are flexible and allow you to setup your own mail merged text with related data from Contacts, Campaign, Campaign Members and Payment Transactions.
For more information, please check out the Annual Statement Section of the user manual you can access in the How To/FAQ pageof this website.