InFellowship Online Giving can be used to give contributors access to their giving statement online & negate the need to send them a paper statement. Statements can be made available even if a payment gateway for Online Giving has not been created.
To enable online statements:
- Go to Weblink>InFellowship>Features
- Select Online Giving
- Set slider to On
To customize the online statement:
- Go to Giving>Statements>Online Statement
- Customize content
The logo used for reports will show on any downloaded statement. Find information here on how to update the logo.
Interested in how to determine who needs a paper statement & who can already view theirs online? This document provides detailed steps on how to do just that - Best Practice:Sending Contribution Statements
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