Generate annual donation certificate

Annual Donation Statements summarize a donor’s gifts by fiscal year. You start generation when it fits your process; it does not run automatically on January 31.

TL;DR

Generate certificates from Finance → Reports, from the donor profile, or with Generate & Send Certificates in Donors → Analytics.

From Reports in Finance

1. Open Finance (/admin-church/finance).
2. Go to the Reports tab.
3. Work with Annual Donation Statements. They are generated in the background by fiscal year.

From the donor profile

In Donors, open the profile. The Donation Certificate card lets you work with the year and campus, with actions such as Download PDF, Send by Email, and CSV.

From Donors Analytics

In Donors → Analytics, use Generate & Send Certificates.