Online Statement Configuration

Online statements can be generated using the Download statement feature in Online Giving. Users can log into InFellowship to retrieve a history of giving from the current & past year. The online statement does not include pledge drive information. Online Statement details including tax ID number, header notes, & footer notes can be configured to display on the printed statement. To configure online statements, follow these steps:
 

  1. Click Giving > Statements > Online Statement
  2. (Optional) Type Employer Identification Number (EIN)
  3. Type any Header notes
  4. Type any Footer notes
  5. (Optional) Select Show subfunds in Weblink view
  6. Click Save changes

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