Letters and Statements
PDS provides several types of family, member, and financial letters and statements, like welcome letters and billing statements. You can:
- Create a new letter
- Modify parts of existing letters, like letterhead, letter date, inside address, closing, and margins
- Specify which funds, time periods, or activity groups to include on financial statements
- Send letters and statements by email
- Send separate statements and billing copies
To locate letters and statements, on the Reports tab, click the button related to the type of report you want. The Family, Member, and Personnel report groups have a section called Letters/Statements. The Contribution report group has a Financial Statements section. Expand it to see the predefined reports.
Watch & Learn
Learn to make a simple letter to send to families. 7 min 13 sec
It may take a minute for the video to display. To watch in full screen mode, click the expand icon in the video player.
To watch more videos, visit the PDS Video Library.