Contributions: Producing End-of-Year Statements

Producing End-of-Year Statements

  1. Navigate to Financials > Contributions > End-of-Year Statements
  2. Select the required funds from the Funds box
  3. Select the time period covered using the After and Before boxes
  4. Input the desired letter text. Merge fields are available and shown below the Letter text box.
  5. Select Print Letters

 

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