How to Generate Contribution Statements for Individual Family Members in SteepleMate

Generate Contribution Statements for Individual Family Members

Learn how to generate contribution statements for individual family members using the SteepleMate Finance module. This guide provides a step-by-step process to ensure each family member receives their own contribution statement.

1. Navigate to the Finance Section

  • Open the left navigation menu. 
  • Click on Finance.

 
  • Select Contribution Statements.


2. Access More Options

  • Click on the More Options button.
  • Select Search from the dropdown menu.

3. Search for Individuals

  • In the search field, enter the first and/or last name of the person you are looking for.


  • Select the individuals you wish to generate contribution statements for by checking the box next to their names.
  • Click on Continue to proceed.


4. Generate Statements

  • Click on Generate to create the contribution statements for the selected individuals.


5. Completion

  • The contribution statements for the chosen individuals are now generated and ready for distribution.


FAQ

Q: Can I generate statements for multiple individuals at once? A: Yes, you can select multiple individuals during the search step and generate statements for all selected members simultaneously.

Q: What if I cannot find an individual in the search? A: Ensure the individual's information is correctly entered in the system. If the issue persists, contact support for assistance.

Q: Can I customize the contribution statement format? A: Currently, the format of the contribution statements is standardized. However, you can customize the statement greeting via Organization Settings. For specific customization needs, please reach out to our support team. 



      • Related Articles

      • How to Generate Contribution Statements in SteepleMate

        As a Finance Administrator, you can easily generate contribution statements for your church members. Follow these steps: Access Contribution Statements Go to the Finance menu. Select Contribution Statements. Selecting a Date Range Choose the date ...

      • Setting Up Contribution Statements in SteepleMate

        (For Organization Owners or Account Creators) As the organization owner or the account creator of SteepleMate, it’s essential to configure your contribution statement settings to ensure they meet your church’s needs. Follow these steps: Accessing ...

      • Move a Person to a New or Existing Family

        Sometimes, family members may be incorrectly listed in SteepleMate. Whether it’s a spouse added separately or a child listed apart from their parents, this guide will show you how to move a person to either a new family or an existing family, ...

      • How to Add Photos to Individual and Family Profiles in SteepleMate

        Photos in SteepleMate enhance the Photo Directory, Photo Gallery, and features like Child and Event Check-In. Upload images for individuals or families with the following steps: Tips for Best Results Device Compatibility: When using a phone or ...

      • How to Add a Person and their Family in SteepleMate

        Let's start building your church's community by adding family units. This helps organize personal and group communications effectively. Add the Head of Household Step 1: From the left navigation menu, select 'Manage', then select 'People'. Step 2: ...