Setup Contribution Statements for Church Members
Prepping for tax season? Before you generate contribution statements, you'll want to check your settings. This article explains how an organization administrator can allow church members to print their own contribution statements and how to update the greeting that appears on those statements. It also includes a quick tip for checking duplicate profiles before printing.
Who Can Perform These Steps?
Only the organization administrator can complete this process. They are the only person with access to the finance settings for the entire organization.
Only the organization administrator can complete this process. They are the only person with access to the finance settings for the entire organization.
Step 1: Enable Self-Service Contribution Statement Printing
Log in as the organization administrator.
Open the Administration menu and Select Organization Settings.
Navigate to: Finance / Offering Mate / Merchant Account.
In this section, locate the option to allow users to print their contribution statement. Check the box to enable this option.
Click Save at the bottom of the section.
Once this setting is enabled and saved, church members will be able to print their own contribution statements from their own Giving menu.
Step 2: Update the Contribution Statement Greeting
While you are on the same screen:
Find the Contribution Statement Greeting field and enter or update the text you want displayed at the top of the contribution statements.
This greeting can take the form of a letter or a personalized message to your donors.
Remember that you can edit this greeting each time you generate contribution statements.
- Click Save at the bottom of the section to apply your changes.
Step 3: Check for Duplicate Profiles (Recommended)
Before printing contribution statements or announcing that they are ready to be printed, it’s a good idea to check for any duplicate profiles in your system. Duplicate profiles can cause contributions for the same person to be split across multiple statements, which can create confusion for donors.
For instructions on how to handle this, see the related knowledge base article on merging duplicate profiles.
Related Articles
Setup Your Church's Attendance Tracking in 3 Simple Steps
Steeplemate’s attendance tracking system offers an efficient and streamlined approach to manage church attendance for services, Sunday school, and special events. This help guide and video will walk you through the setup process step by step, ...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. ? Watch the video ...How to Generate Contribution Statements in SteepleMate
As a Finance Administrator, you can easily generate contribution statements for your church members. ? Watch the video below or follow the step-by-step instructions to learn how to generate contribution statements in SteepleMate. Access Contribution ...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 ...SteepleMate Launch Roadmap: Piecing Together Your Church's Success
Welcome to SteepleMate! We recognize the immense potential SteepleMate holds for your church, but we also understand the challenges that come with navigating unfamiliar territory. That’s why we’re here to support you every step of the way. Our goal ...
Recent Articles
Attendance Detail Report: Track Attendance Trends with the Attendance Detail Report in SteepleMate
This article walks through how to pull and use the Attendance Detail report in SteepleMate. This report is generated from the criteria you select and shows attendance records for individuals in the groups you choose. If the group you select has child ...Adding a Custom Link to Your SteepleMate Mobile App
This article walks you through how to add a custom link to your SteepleMate mobile app. In the example below, we’ll add a link to the guest attendance screen so the attendance team can track new or returning guests directly from the app. Permissions ...Guest Attendance Tracking Tips
Guest Attendance Tracking Tips SteepleMate provides several ways to add and track guests and will often attempt to mark them present automatically based on timing. Ways Guests Can Be Added Guests can be entered into SteepleMate: From an on-site kiosk ...Taking Church Attendance Through the Web
This article explains how to record attendance for a service using SteepleMate on the web, and explains how guest tracking works behind the scenes. Want to take attendance through the mobile app? Read the related article here. Log in to SteepleMate. ...Create and Manage Deposits in SteepleMate
This help guide will walk you through how to create and manage deposits in the SteepleMate Finance section. Once deposits are marked as Processed, all offerings within the deposted batches become visible to contributors in their contribution history ...