How to
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...