Allow customized email templates for Giving statements

It would be helpful to be able to add a thank you message and donate button with the consolidated receipts, just like the gift receipting function.

  • Genie Bianchi
  • Dec 16 2020
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  • Artisia Susanto commented
    January 10, 2022 16:54

    Yes its important that we are able to customize our giving statements with a message to our constitutents before sending out. Just like how there is a template option when receipting, we would like to see the same for giving statements since it's more itemized for end of year tax receipt purposes.


    Also, it would be nice to see an option to customize what details are shown on the giving statement (for example, not show the receipted column).

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  • Candy Reichert commented
    May 14, 2021 13:24

    I can not use the statement feature if I can not add a note, or tax statement, or show the funds the gifts were given to.

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  • Guest commented
    January 19, 2021 16:31

    This is so important to our organization. We love the consilidated receipting feature but MUST be able to preview them.

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