Account Fields
Object API name: Account
Accounts play two roles in Dryad Receipting. Most accounts are donors: NPSP households or organizations. For an organization, the receipt preferences below are read from the Account. For a household, they are read from the gift's primary contact instead (see Households and Organizations). A few Accounts may be Receipting Accounts: other registered charities that you issue receipts for, with their own registration number, logo, signature, templates and numbering. A Receipting Account's name, billing address, phone and website (standard Account fields) are printed as the charity's details.
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 organizations, or when you issue receipts for several charities. The description says when.
Donor Receipt Preferences
| Field | Data Type | Purpose |
|---|---|---|
| Do Not Receipt dryad__Do_Not_Receipt__c | Checkbox | Tick if gifts from this Account (household or organization) should not be receipted. See Eligibility Statuses. |
| Do Not Receipt Reason dryad__Do_Not_Receipt_Reason__c | Picklist | Why: "Acknowledgments Only", "Charity", "Foundation" or "Other". "Acknowledgments Only" means the donor still gets a thank-you acknowledgment instead of a tax receipt (see Receipt Types). |
| Receipt Delivery dryad__Receipt_Delivery__c | Picklist | Special case For organizations: how the donor receives receipts, "Email" or "Mail". |
| Receipt Occurrence dryad__Receipt_Occurrence__c | Picklist | Special case For organizations: how often the donor receives receipts, "Single" (one receipt per gift) or "Consolidated" (one receipt covering several gifts). See Single or Consolidated. |
| Receipt Language dryad__Receipt_Language__c | Picklist | Special case For organizations: "English" or "French". Decides which language's receipt and email templates are used. English is used if it's blank. |
Receipting Account Details
Used only on Accounts that issue receipts, when Enable Receipting Account is on in Receipt Settings. The Set Receipting Account Details button on the Account fills them in. See Defaults and Overrides.
| Field | Data Type | Purpose |
|---|---|---|
| Charity Registration # dryad__Charity_Registration_Num__c | Text | Special case The charity's registration number with the tax authority, printed on its receipts. |
| Charity Logo URL dryad__Charity_Logo_URL__c | URL | Special case The web address of the charity's logo. If blank, the logo in Receipt Settings is used. |
| Charity Logo Preview dryad__Charity_Logo_Preview__c | Formula (Text) | Special case Shows the logo on the page so you can check the link works. |
| Authorized Name dryad__Authorized_Name__c | Text | Special case The person who signs this charity's receipts. If blank, the name in Receipt Settings is used. |
| Authorized Title dryad__Authorized_Title__c | Text | Special case That person's title. If blank, the title in Receipt Settings is used. |
| Authorized Signature URL dryad__Authorized_Signature_URL__c | URL | Special case The web address of their signature image. If blank, the signature in Receipt Settings is used. |
| Authorized Signature Preview dryad__Authorized_Signature_Preview__c | Formula (Text) | Special case Shows the signature on the page so you can check the link works. |
| Receipt Prefix dryad__Receipt_Prefix__c | Text | Special case Optional text placed in front of this charity's receipt numbers. See Receipt Numbers. |
| Receipt Next # dryad__Receipt_Name_Next_Num__c | Number | Special case The next receipt number for this charity. When it's filled in, the charity has its own numbering sequence. Acknowledgments and giving summaries don't use it. |
| Receipt Sender Email dryad__Receipt_Sender_Email__c | Special case The "from" address for this charity's receipt emails. With Salesforce sending, it must be an Organization-Wide Email Address available to all profiles. If blank, the sender in Receipt Settings is used. | |
| Receipt Template - Donation (EN) dryad__Receipt_Template__c | Lookup (Receipt Template) | Special case This charity's English template for official receipts. |
| Receipt Template - Donation (FR) dryad__Receipt_Template_FR__c | Lookup (Receipt Template) | Special case This charity's French template for official receipts. |
| Receipt Template Id - Ack (EN) dryad__Receipt_Template_Id_Ack__c | Text | Special case This charity's English acknowledgment template. |
| Receipt Template Id - Ack (FR) dryad__Receipt_Template_Id_Ack_FR__c | Text | Special case This charity's French acknowledgment template. |
| Receipt Template Id - Summary (EN) dryad__Receipt_Template_Id_Summary__c | Text | Special case This charity's English giving summary template. |
| Receipt Template Id - Summary (FR) dryad__Receipt_Template_Id_Summary_FR__c | Text | Special case This charity's French giving summary template. |
| Email Template Id (EN) dryad__Email_Template_Id__c | Text | Special case This charity's English email template. |
| Email Template Id (FR) dryad__Email_Template_Id_FR__c | Text | Special case This charity's French email template. |