Data Model

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Data Model

Getting Started

4

FAQ

5
  • Receipt template editor doesn’t display
  • Delivery Status
  • Receipt Occurrence
  • Receipt Delivery
  • Receipt Status

How to

10
  • Change the Fields Displayed in the Tables
  • Use the Receipt Template Editor
  • Add a Custom Field to the Receipt .pdf
  • Merge Receipts in Batch
  • Email Receipts in Batch
  • Void and Re-Issue a Receipt
  • Create Receipts in Batch
  • Create a Single Receipt for a Payment
  • Create a Single Receipt for a Recurring Donation
  • Create a Single Receipt for an Opportunity

Dryad Receipting for Salesforce NPSP

26
  • Third-Party Access and Data Residency
  • Permission Sets
  • Custom Fields
  • Release Notes
  • Data Model
  • Receipt Template Library – English
  • CRA Requirements
  • Change the Fields Displayed in the Tables
  • Use the Receipt Template Editor
  • Add a Custom Field to the Receipt .pdf
  • Merge Receipts in Batch
  • Email Receipts in Batch
  • Void and Re-Issue a Receipt
  • Create Receipts in Batch
  • Create a Single Receipt for a Payment
  • Create a Single Receipt for a Recurring Donation
  • Create a Single Receipt for an Opportunity
  • Receipt template editor doesn’t display
  • Delivery Status
  • Receipt Occurrence
  • Receipt Delivery
  • Receipt Status
  • Register App as Premium Edition
  • Set Federated Charity Model
  • Installation Guide
  • Application Requirements

Receipt Templates

2
  • Receipt Template Library – English
  • CRA Requirements

Technical Information

5

Dryad Receipting for Salesforce NPC

5
  • Third-Party Access and Data Residency
  • Permission Sets
  • Data Model
  • Release Notes
  • Application Requirements

Technical Information

4

Getting Started

1
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  • Data Model

Data Model

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Receipt

Contains all the information related to a tax receipt. A receipt .pdf is attached, which is to be sent to the donor.

Receipt Assignment

A junction object between Receipt and Gift Transaction. This allows multiple transactions to have a multiple receipts.

Batch Receipt Log

Contains a log of all receipt actions performed and their statuses. Actions include:

  • Creating receipts for recurring donations, opportunities, and payments
  • Emailing receipts which emails receipts when possible
  • Merging receipts, to allow for easier printing. The merged .pdf is attached to the batch receipt log

Receipt Template

Allows you to customize the look and feel of the receipt .pdf using an advanced WYSIWYG editor and merge fields.

Receipt Settings

Allows you to specify various settings related to receipts, including 

  • Charity Information, such as name, address, and authorized individual
  • General Settings, such as registration #, receipt prefix, various optional settings, and templates
  • Advanced Settings, such as batch thresholds and sizes
  • Field Mappings, to set which fields from which objects are copied to the receipt
  • Scheduled Jobs, to set a scheduler to automatically create receipts
  • App Details, to register the app

Receipt Field Mapping

A system object that speciifes which objects and fields should be copied to the receipt. This object is not used directly, as the field mappings are set in the Receipt Settings tab.

Updated on 2026-09-13
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Dryad Receipting for Salesforce is designed and developed by Dryad Consulting, a Salesforce partner that specializes in nonprofits.

© 2026 Dryad Receipting for Salesforce | Tax Receipting for Canadian and American Charities