Why Can't I Generate a Statement for a Giver?
While we try to make it as easy as possible for people to create their own personal Giver Accounts, from time to time, people may not correctly setup their account, and instead only provide an email address, which is not enough for our system to successfully create a profile. This makes it impossible for your Control Center to generate an annual tax statement for those donations, since there is no profile to associate that statement with. Thankfully, there is a simple way to rectify this!
Manually Create a Giver
If you've identified a Giver for whom you can't seem to generate an annual tax statement, you can manually create a profile for them.
1. While viewing the Givers Panel, click the Add New + button.
2. Add in all the details you have of the Giver. This can include:
- First name, middle initial, and last name
- Email address
- Phone number
- Physical address
- Church member ID
3. Click the Save my changes button.
At this point, you'll be taken to your newly created Giver Account, where you can access and manage your Giver Account's details. Additionally, you should now be able to generate a statement for them in the same way that you can with all your other Givers!