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Generate an individual contribution statement

Perri
Perri
  • Updated

Individual contribution statements can be generated from a donor’s contact card in your Contact List.

 

To do this you'll go to your Contact List, then search for and select that contact. Next, click the Actions dropdown and select to either download a PDF copy or email your donor’s statement:

 

If you choose to download a PDF copy of the statement to print you'll have the following customization options displayed:

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If you choose to email the statement to your donor, they'll receive a link to their MyAplos, where they can download their statement. You can also customize the email text.

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Emailed statements are only available in the detailed (i.e., all donations listed) format option.

 

If you would like to email the statement as an attachment you can run the Donations by Contact report, update the date range, select report filter, and filter contacts. From here, search for the donor and apply.

 

Next, select the extra action button and Email Statement. Be sure to checkmark the box to attach it as a PDF. 

For more information on this please check out our Support Center resource on Generating Contribution Statements.  

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