Once you have completed the first three steps, you are ready to generate your statements! As a reminder, the first three steps will contribute to the accuracy of the statements that will be generated. If you haven't already completed steps one, two, and three please click here for more information.
You will see the total number of statements that will be generated under the Step 4 summary. If this number seems especially high or low, please review the previous steps, or submit a request with our support team for assistance before generating your statements.
Important Note: You can only generate your statements once per year, so be sure to preview several statements before clicking Generate!
If you need to make corrections to a donor's details after the statements have been generated, you can correct their details in Pushpay and regenerate statements for individual donors from the Community Member section.
Transaction dates & timing
To allow adequate time after the new year for ACH transactions to fully process, statements cannot be generated until January 10th or later.
What happens if I accidentally hit generate and now need to make a change?
We understand mistakes happen sometimes. If the change is small and only affects a few members of your congregation, you can update their details and then create a replacement statement for that Community Member. If the changes affect a lot of your user base, submit a request with our support team and we will see if there are any changes we can help with.
For example, if you noticed you have issued a statement containing a refunded cash payment, you will need to do the following:
- Go to the Transaction View
- Delete the transaction
- Click Community on the left side bar, then click Community Members
- Search for the donor
- View their Annual Giving Statement by clicking the rectangular statement icon on the right of the Community Member
- Regenerate their statement, and download it to print or e-mail yourself.
Once you're done, you can continue on to Step 5: Send Statements.