Statement Emails and Exports

After your statements have generated, a list displays of the number of emailed statements as well as the number of exported PDF files.

You can email statements to contributors if their email addresses are included in their Realm profiles. If you choose to email their statements, know that it's an automatic process once your statements have generated. Click the number of statements that were emailed to see if the recipients read their email. You can also filter by those who have and have not read their emails.

For those who haven't read their emails, you may want to send the email again or print a PDF of their statements to make sure they see it.

If a contributor doesn't have an email address or you prefer to deliver statements by mail, you can export a PDF document.

For contribution statements, you can upload a CSV of your statements to fulfillment services here at ACS Technologies, so we can mail them for you!