The Statements area of your control panel contains your Qgiv monthly statements. This article will walk you through your statements so you can keep tracking of past and upcoming fees.
Contents:
Getting Started
Your statements provide real-time access to upcoming fees. Qgiv bills on the first business day of the following month for transactions in the previous month.
Clicking Statements within the Settings menu will take you to the current month’s upcoming fees. Any one-time fees associated with the account will be outlined in this area as well, if they’re being billed in that month.
A small table containing fee information will appear below your statement summary.
Statements for a Single Form
If you have one form, you’ll see a statement summary. It contains a breakdown of the fees that are being charged, as well as the total amount of contributions processed and the amount of any refunds.
Please note: Depending on how your merchant relationship is configured, the fees you see here may be all or just a portion of the total fees being debited. For detailed information on your account configuration, please contact Customer Experience at 888.855.9595 by email us at support@qgiv.com.
Below that, you’ll see a table showing a real-time display of transactions, which also includes the fee for each transaction. Depending on your merchant relationship, this may be inclusive or exclusive of your merchant fees.
Statements for Multiple Forms
If you have more than one form, you’ll see a summary at the top of the page for ALL forms and then for each individual form right below that. The summary at the top of the page also indicates the Total Tax calculated for Canadian clients.
For additional details on any of the forms, click the name of the form for which you’d like to view the detailed statement.
The image below is a form-specific statement. It lists all transactions in order of date received. The statement displays the transaction ID, date, donor name, status, payment method, donation amount, fees, the net amount the organization receives (donation amount minus fees), and the source of the donation.
To view your fees, click the View Fee Details button. A chart displaying your transaction and one-time fees will expand below the button.
In the upper right-hand corner, you can use the Search Statements field to enter a form name and find that form’s statement summary. The drop-down menu in the top right also allows you to access statements from previous months.
If you’d like to download a statement, you have two options. To download a summary of your statement containing the basic information appearing on the statement summary screen, use the Summary Statement dropdown. Hovering over the dropdown will allow you to choose to download a CSV or an Excel file.
The Detailed Statement option will download a detailed statement containing transaction IDs, transaction dates, donor names, form names, transaction statuses, payment methods and amounts, any transaction fees, refunds, and source of transactions.
Create Statement
Want to download multiple months of statements at once for an annual summary or other purpose? Click Create Statement in the upper right corner of the Statements screen.
A popup will appear where you can choose the dates you want to pull for the statement and the type of statement to pull, Summary or Detailed. You can also choose the file type to export from Qgiv when generating your custom statement.
When you've got all of your options selected click Download to download your custom statement.
Please note that fees from demo forms will not appear in Statements as they are demonstrated transactions rather than real transactions.