I Have a giver who would like a half year statement but when I follow the instruction for giving statements, I do not see a more options menu with the view statements. Please help.
- Hi Nancy Rey, you are able to pull up a statement by giver from within your Finance Team by locating their name under Givers, then click on their name to view the giver details. Their YTD statement can be found on that page to be downloaded or printed. Givers can also login and pull this information independently by visiting Faithlife.com/giving.
- But how do I do both the husband & wife together?
- Hi Nancy Rey, great news! Our developers have added a button called "Actions" which should give you more options when generating a giving statement. As for combining a husband and wife's gift, I recommend generating two separate statements using the Actions button. This will generate two statements but they will be in one pdf.