CiviCRM Benutzerhandbuch

Annual Contribution Statements

Some organisations like to send one receipt at the end of the fiscal year covering all tax-deductible donations made during that year.

CiviCRM allows you to do this as follows:

  1. Use Find Contributions or Advanced Search with Display Results As set to Contributions to display the relevant contributions.
  2. Select all records
  3. Choose the action Thank-you Letters for Contributions
  4. Choose toUpdate thank-you dates for these contributionsor Update receiptdates for these contributionsas appropriate.
  5. **Set "Grouping in one letter based on" to Contact.**