📦 Step 1: Installation

After purchasing WC Giving Suite, you’ll receive a download link via email.

• Go to Plugins → Add New → Upload Plugin in your WordPress admin
• Upload the plugin ZIP file
• Click Install Now and then Activate
• Enter your license key when prompted to enable automatic updates

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⚙️ Step 2: Configure Settings

Navigate to WooCommerce → Settings → Giving Statements to configure your organization details:

• Organization Name: Your church or nonprofit name
• Tax ID (EIN): Your IRS-assigned Employer Identification Number
• Organization Address: Full mailing address for the statements
• Logo Upload: Upload your organization’s logo (optional but recommended)
• Donation Categories: Select which WooCommerce product categories should be included in giving statements

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💳 Step 3: Accept Your First Donation

WC Giving Suite works with your existing WooCommerce products. Any product in your selected donation categories will automatically be tracked for giving statements.

When donors complete a purchase, their donation information is automatically recorded and available for statement generation.

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📄 Step 4: Generate Statements

For Individual Donors (Admin)

• Go to WooCommerce → Giving Statements
• Select a donor from the dropdown
• Choose the year
• Click Generate PDF

For All Donors (Bulk Email)

• Go to WooCommerce → Giving Statements → Bulk Email
• Select the year
• Send a test email to yourself (recommended)
• Click Send to All Donors
• Watch the progress bar as statements are generated and emailed

Donor Self-Service Portal

Registered donors can download their own statements:

• Log into their account at My Account → Giving Statements
• Select the year
• Download the PDF instantly

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📊 Step 5: Import Historical Data (Optional)

If you have past donation records from another system, you can import them via CSV:

• Prepare a CSV file with columns: Date, Amount, Donor Name, Email, Address, City, State, Zip
• Go to WooCommerce → Giving Statements → Import
• Upload your CSV file
• Map the columns to the required fields
• Click Import and watch the progress bar

The system will automatically match imported donations to existing donors and prevent duplicates on re-import.

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🎯 Tips for Success

• Test First: Always send test statements to yourself before bulk distribution
• Brand It: Add your logo and customize the disclaimer text to match your organization
• Year-End Rush: Generate and send statements in January for the previous tax year
• Encourage Registration: Registered users can download their own statements anytime
• Keep Records: Export donor lists periodically as backups

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❓ Need Help?

Your purchase includes 1 year of priority support. Visit your My Account page to:

• Access detailed documentation
• Submit support tickets
• View video tutorials
• Download the latest plugin version