Statements and Receipts

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Some users want to be able to let their donors know how much they have given at various points during the year (e.g. quarterly) and also want to let them know their totals at the end of the year.

You can't do this by using only the official receipts generated by the Receipt menu options, because once a donation has been included in one receipt, it will not appear on any future receipts generated for the same donor. This is correct, because otherwise you would be double-reporting the same donations, and users would be claiming too large a deduction on their taxes!

The solution to this is to use either Reports à Donation à Details, One Page per Donor or Reports à Donation à Category Totals, One Page per Donor as, in effect, "statements" to your donors of how much they have given. These reports contain very much the same information as receipts do, and they can be selected for a range of dates (e.g. one quarter of the year).

There are actually two possible approaches to using these reports in conjunction with receipts:

1.	Send out the "statement" reports to your donors during the year, and only generate and send out a year-end receipt, which will include all of the year's donations.

2.	Generate and send out official receipts to your donors during the year, and along with a final receipt for the last part of the year, also generate a "statement" report for the entire year to send out with it.

Which of these options you wish to use is entirely up to you. And of course, many users do not feel a need to do this at all.