Dryad Receipting for Salesforce NPSP
Third-Party Access and Data Residency
Last Updated: 2026-09-13When installing Dryad Receipting for Salesforce, following third-party access is required The first site provides functionality to merge .pdf files. It also verifies you have the proper license to access the merge functionality. Reminder: Only the Premium version of Dryad Receipting for Salesforce offers this feature. The second site temporarily stores the merged .pdf in Amazon...
Permission Sets
Last Updated: 2026-09-13There are several permissions sets with Dryad Receipting. Receipt User Allows users to perform most receipting functionalities. The exceptions are editing receipt templates and accessing receipt settings. Receipt User View All Allows users to view all receipts, regardless of whether they created them or not. This is an optional add-on permission to Receipt User. Receipt...
Custom Fields
Last Updated: 2026-09-13The following custom fields are added to standard and NPSP objects. Contact Field Name Data Type Purpose Do Not Receipt Checkbox Set to True when a receipt should not be created Do Not Receipt Reason Picklist Reason why a receipt will not be issued.Options:Board MemberDonor RequestOther Receipt Delivery Picklist The channel the donor prefers to...
Release Notes
Last Updated: 2026-09-13Version 1.21: 2026-04-06 Major Updates Receipting & Documentation Template & Batch Improvements Bug Fixes & Enhancements Known Issues Version 1.20: 2026-02-23 Version 1.19: 2026-02-16 Receipting & Templates Data Management & Logic System & Administration Version 1.18: 2025-11-21 Version 1.17: 2025-11-14 Version 1.16: 2025-09-29 Version 1.15: 2025-08-19 Version 1.14: 2025-05-15 Version 1.13: 2025-03-07 Version 1.12: 2025-02-24...
Data Model
Last Updated: 2026-09-13Below are the objects in Dryad Receipting. Receipt Contains all the information related to a tax receipt. A receipt .pdf is attached, which is to be sent to the donor. Receipt Installment A junction object between Receipt and Recurring Donation, Opportunity, and Payment. This allows multiple recurring donations, multiple opportunities, or multiple payments to have...
Receipt Template Library – English
Last Updated: 2026-09-13Below are some examples of tax receipts. Receipt Template 1 – EN Code Receipt Template 1 – EN.txt Preview Receipt Template 2 – EN Code Receipt Template 2 – EN.txt Preview Receipt Template 3 – EN Code Receipt Template 3 – EN.txt Preview Receipt Template 4 – EN Code Receipt Template 4 – EN.txt Preview...
CRA Requirements
Last Updated: 2026-09-13Below are the Canada Revenue Agency’s requirements for issuing tax receipts for gifts (donations). For All Gifts An official donation receipt must always include the name and website address of the Canada Revenue Agency. English: French: For Cash Gifts For cash gifts, the receipt must include For Non-Cash Gifts (In-Kind Gifts) For non-cash gifts, the receipt must...
Change the Fields Displayed in the Tables
Last Updated: 2026-09-13Issue I want to display different fields in the various data tables. This applies for following objects Solution You can control which fields appear in data tables, and their order, by updating the field set called “ReceiptColumns”. For example, for opportunities
Merge Receipts in Batch
Last Updated: 2026-09-13Note: This feature allows you to merge multiple receipt .pdf files into a single .pdf. This allows for easier downloading and printing, before mailing the tax receipt to donors. Note: This feature is only available in the Pro Edition of Dryad Receipting. Note: In order to merge receipts, there must be one or more receipts with Delivery...
Email Receipts in Batch
Last Updated: 2026-09-13Note: This is the simplest mechanism to mass email receipts to donors, which uses Salesforce’s native email functionality. If you want to email receipts using another mechanism, such as Salesforce Marketing Cloud or 3rd party emailer, use Set Receipts as Emailed in Batch to indicate the receipts were emailed. Note: In order for receipts to be emailed in...
Void and Re-Issue a Receipt
Last Updated: 2026-09-13Note: This functionality voids a single tax receipt. Note: In order for a single receipt to be voided, the Status of the receipt must not be “Voided”. Note: The Status can be one of the following values: Status Can a receipt be voided? Comments Receipted Yes Voided No Void a Receipt To void a receipt, go...
Create Receipts in Batch
Last Updated: 2026-09-13Note: This functionality creates single tax receipts for single opportunities in batch. This is when the donor wants to receive one tax receipt for each donation. Note: See Receipt Occurrence Definition for how the donor specifies they want a single tax receipt. Note: In order for receipts to be created for single opportunities in batch, the field Receipt Status on...
Create a Single Receipt for a Recurring Donation
Last Updated: 2026-09-13Note: This functionality creates a single tax receipt for a single recurring donation. Note: In order for a receipt to be created for a single recurring donation, Note: When Receipt Status = “Eligible”, a receipt can be issued from the opportunity. See Create a Receipt for a Single Opportunity. Note: For a more detailed description of each Receipt Status...
Create a Single Receipt for an Opportunity
Last Updated: 2026-09-13Notes: To create a single receipt for a single opportunity 1. Go to the opportunity for which you want to create a receipt. 2. Click the button “New Receipt”. 3. If the opportunity’s Receipt Delivery is “Eligible” or “Voided” a. A confirmation message is displayed. b. Click “Create Receipt” to confirm...
Receipt template editor doesn’t display
Last Updated: 2026-09-13Issue When I edit a receipt template, the content shows an unhappy face. In Chrome’s developer tools, the following error appears: Refused to frame ‘https://DomainName—SandboxName–dryad.sandbox.vf.force.com/’ because an ancestor violates the following Content Security Policy directive: “frame-ancestors ‘self’ “. Reason This is a common Content Security Policy (CSP) issue in Salesforce when embedding Visualforce pages in...
Receipt Occurrence
Last Updated: 2026-09-13The field Receipt Occurrence is located on contacts and accounts (collectively called a “donor”). Here are their definitions: Note: This setting is applicable for one-time donations only. Recurring donations are always consolidated. Status Definition Single The donor wants to receive a single tax receipt for each donation. This is the default value. Consolidated The donor wants...
Receipt Delivery
Last Updated: 2026-09-13The field Receipt Delivery is located on contacts and accounts. Below are their definitions. Status Definition Email The contact or account wants to receive tax receipts by email. In order to receive receipts by email, the field Email on the contact or primary contact must be set. If Email is not set, the receipt can...
Receipt Status
Last Updated: 2026-09-13The field Receipt Status is located on recurring donations, opportunities, and payments. Recurring Donation On a recurring donation, Receipt Status determines the status of the receipt. Status Definition Ineligible – Do not receipt Do Not Receipt on the recurring donation was set to True. Ineligible – Donor address missing If the donor is part of a household, the donor’s...
Installation Guide
Last Updated: 2026-09-13Below are the step-by-step instructions to install and customize Dryad Receipting in your Salesforce organization (org). It is recommended to try the app in a sandbox first (the type of sandbox doesn’t matter). Once everything has been installed, configured, and works well, then deploy it to additional sandboxes or to production. If you prefer to...
Application Requirements
Last Updated: 2026-09-13The following is required to properly use the application: Salesforce with the Nonprofit Success Pack (NPSP) The Salesforce Lightning user interface (UI) must be enabled The Account Model must be “Household Account” A verified Organization-Wide Email Address is needed for sending receipts by email Access level for email deliverability must be set...