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. ðŸŽ¥ Watch the video below or follow the step-by-step instructions to learn how to generate contribution statements in SteepleMate.


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.