Opportunity Fields
Object API name: Opportunity
The Opportunity is NPSP's record for a donation, and the starting point for receipts unless your org receipts by payment (see Opportunities or Payments). The fields Dryad Receipting adds work out whether and how each donation should be receipted, and hold receipt details such as advantages, in-kind appraisals and overrides.
How to read the field tables: the Field column shows the label you see on screen, with the field's API name (the name used by admins, reports and integrations) underneath it. The Data Type column uses Salesforce's own terms. A type that starts with "Formula" is calculated automatically and can't be edited. Some fields carry a tag, explained in Tags Used on This Page.
Topics referred to with "see" (for example, Eligibility Statuses or Defaults and Overrides) are explained in the Core Concepts article.
Tags Used on This Page
- Special case – The field only matters in particular situations, for example for gifts in kind, when you issue receipts for several charities, or when Index Optimization is on. The description says when.
Receipting Status
| Field | Data Type | Purpose |
|---|---|---|
| Receipt Status dryad__Receipt_Status__c | Formula (Text) | Whether this donation can be receipted, and if not, why not. See Eligibility Statuses. |
| Receipt Status Override dryad__Receipt_Status_Override__c | Picklist | Forces the status to "Eligible" or "Eligible for Consolidated" once all the other checks have passed, for example to give a single receipt to a donor who normally gets a consolidated one. It doesn't apply to gifts from a recurring donation. See Single or Consolidated. |
| Receipt Type dryad__Receipt_Type__c | Formula (Text) | "Donation", "Acknowledgment" or "Tribute". See Receipt Types. |
| Last Receipt dryad__Last_Receipt__c | Lookup (Receipt) | The most recent receipt issued for this donation. |
| Last Receipt Issue Date dryad__Last_Receipt_Issue_Date__c | Formula (Date) | When that receipt was issued. |
| Last Receipt Delivery Status dryad__Last_Receipt_Delivery_Status__c | Formula (Text) | That receipt's Delivery Status. See Delivery Status. |
| External Receipt # dryad__External_Receipt_Num__c | Text | The receipt number from another (legacy) system. If filled in, the donation counts as already receipted. See Voids and Replacements. |
Amounts and Tax Rules
| Field | Data Type | Purpose |
|---|---|---|
| Eligible Amount dryad__Eligible_Amount__c | Currency | The part of the donation that qualifies for a receipt, if it's different from the Amount. If blank, the full Amount is used. |
| Advantage dryad__Advantage__c | Picklist | Did the donor receive anything in return? "No", "Yes", or "Yes but value cannot be determined" (which blocks a tax receipt). |
| Advantage Amount dryad__Advantage_Amount__c | Currency | The value of what the donor received. |
| Advantage Description (EN) dryad__Advantage_Description_EN__c | Text Area | What the donor received, in English, for the receipt. |
| Advantage Description (FR) dryad__Advantage_Description_FR__c | Text Area | What the donor received, in French, for the receipt. |
| Receiptable Amount dryad__Receipt_Amount__c | Formula (Currency) | The amount that will be receipted after the advantage rules are applied. |
| Receipt Nominal Threshold dryad__Receipt_Nominal_Threshold__c | Formula (Currency) | The largest advantage that still counts as nominal for this gift: $75 or 10% of the eligible amount, whichever is less. |
| Receipt Advantage Threshold dryad__Receipt_Advantage_Threshold__c | Formula (Currency) | 80% of the eligible amount. An advantage above this blocks a tax receipt. |
| Last Payment Date dryad__Last_Payment_Date__c | Roll-Up Summary (Max) | The date of the most recent payment on this donation. |
| Payment Date dryad__Payment_Date__c | Formula (Date) | The date used for receipting: the last payment date, or the Close Date if there are no payments. |
| Close Year dryad__Close_Year__c | Formula (Text) | The year of the payment date, which decides the receipt's tax year. |
| GAUs dryad__GAUs__c | Text | The funds (NPSP General Accounting Units) this donation is allocated to, as a list. Kept up to date when receipts are created, if Concatenate GAUs is on. |
| GAUs with Amounts dryad__GAUs_with_Amounts__c | Text Area | The same list, with the amount allocated to each fund. |
Gifts in Kind
| Field | Data Type | Purpose |
|---|---|---|
| Appraiser Name dryad__Appraiser_Name__c | Text | Special case For gifts in kind: the full name of the person who appraised the gifted item. |
| Appraiser Address dryad__Appraiser_Address__c | Text Area | Special case For gifts in kind: the appraiser's full address. |
Do Not Receipt
| Field | Data Type | Purpose |
|---|---|---|
| Do Not Receipt dryad__Do_Not_Receipt__c | Checkbox | Tick to stop this donation from being receipted. See Eligibility Statuses. |
| Do Not Receipt Reason dryad__Do_Not_Receipt_Reason__c | Picklist | Why: "Acknowledgments Only", "Below Minimum Receipt Amount", "Philanthropy Exclusion", "Pool of Funds", "Questionable Donation", "Sponsorship" or "Other". "Acknowledgments Only" means the donation gets an acknowledgment instead of a tax receipt. |
| Do Not Receipt Comments dryad__Do_Not_Receipt_Comments__c | Text Area | Any further explanation. |
Donor Details
Worked out from the primary contact (for households) or the Account (for organizations). See Households and Organizations.
| Field | Data Type | Purpose |
|---|---|---|
| Donor Id dryad__Donor_Id__c | Formula (Text) | The record ID of the donor: the primary contact, or the organization Account. Consolidated receipts group gifts by it. |
| Donor Name dryad__Donor_Name__c | Formula (Text) | The donor's full name. |
| Donor Address dryad__Donor_Address__c | Formula (Text) | The donor's mailing address on one line. |
| Donor Address Multiline dryad__Donor_Address_Multiline__c | Formula (Text) | The donor's mailing address over several lines. |
| Donor Email dryad__Donor_Email__c | Formula (Text) | The donor's email address. |
| Donor Receipt Delivery dryad__Donor_Receipt_Delivery__c | Formula (Text) | The donor's delivery preference ("Email" or "Mail"). |
| Donor Receipt Language dryad__Donor_Receipt_Language__c | Formula (Text) | The language this donation's receipt will be in: this record's Receipt Language, then the donor's preference, then English. |
| Donor Receipt Occurrence dryad__Donor_Receipt_Occurrence__c | Formula (Text) | The donor's preference for single or consolidated receipts. |
| Record Type Name dryad__RecordType_Name__c | Formula (Text) | The kind of donation (for example "In-Kind Gift"), copied onto receipts. |
Overrides
Leave these blank to use the defaults. See Defaults and Overrides.
| Field | Data Type | Purpose |
|---|---|---|
| Receipting Account dryad__Receipting_Account__c | Lookup (Account) | Special case When you issue receipts for several charities: the charity Account that will issue this donation's receipt. |
| Receipt Language dryad__Receipt_Language__c | Picklist | Forces "English" or "French" for this donation only. |
| Receipt Template dryad__Receipt_Template__c | Lookup (Receipt Template) | A specific .pdf template for this donation. |
| Receipt Template Id Assigned dryad__Receipt_Template_Id_Assigned__c | Formula (Text) | The template that will actually be used, after checking this record, the Receipting Account and Receipt Settings, for the receipt type and language. |
| Email Template Id dryad__Email_Template_Id__c | Text | A specific email template for this donation. |
| Email Template Id Assigned dryad__Email_Template_Id_Assigned__c | Formula (Text) | The email template that will actually be used. |
System
| Field | Data Type | Purpose |
|---|---|---|
| Batch Receipt Log Id dryad__Batch_Receipt_Log_Id__c | Text | For the app's use: marks the donation as part of a batch job. See Batch Jobs and Logs. |
| Receipt Status Indexed dryad__Receipt_Status_Indexed__c | Text | Special case When Enable Index Optimization is on: a searchable copy of Receipt Status, kept up to date automatically. |
| Payment Date Indexed dryad__Payment_Date_Indexed__c | Date | Special case When Enable Index Optimization is on: a searchable copy of Payment Date, kept up to date automatically. |