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Enable Soft Credit Donations

Allow soft credit donations to display on standard statements.

You can include soft credit donations to display on standard statements - you just need to set it in the Accounting Company record!
  1. In the navigation menu, click Church Structure > Accounting Companies.
  2. Click the active Accounting Company record to open it.
  3. Click Edit Record.
  4. In the Standard Statement Settings section, set the Include Soft Credits field to Yes.
  5. Click Save.
This triggers the Statement Maintenance Required process. When submitted, the Statement Maintenance routine starts. This updates to assign all appropriate records, including eligible soft credit donations, to their appropriate Statement records. Now when you create a contribution that is a soft credit, it will display on the appropriate statement as a soft credit donation. These soft credit donations also display on the Soft Credits tab in the Statement record.