Recurring Donation Fields
Object API name: npe03__Recurring_Donation__c
A Recurring Donation is NPSP's record for a recurring gift, such as a monthly donation. Its installments are Opportunities. They are normally receipted together on a consolidated receipt (see Single or Consolidated). The fields Dryad Receipting adds let you control receipting for the whole recurring donation, and show its overall receipt status. Donor details come from the recurring donation's Contact, or its Account if there is no Contact.
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 when you issue receipts for several charities. The description says when.
Receipting Status
| Field | Data Type | Purpose |
|---|---|---|
| Receipt Status dryad__Receipt_Status__c | Formula (Text) | Whether gifts from this recurring donation can be receipted, and if not, why not. The paid and amount checks are applied to its individual gifts. See Eligibility Statuses. |
| Receipt Type dryad__Receipt_Type__c | Formula (Text) | "Donation" or "Acknowledgment". See Receipt Types. |
| Last Receipt dryad__Last_Receipt__c | Lookup (Receipt) | The most recent receipt that included this recurring donation. |
| Last Receipt Issue Date dryad__Last_Receipt_Issue_Date__c | Formula (Date) | When that receipt was issued. |
Do Not Receipt
| Field | Data Type | Purpose |
|---|---|---|
| Do Not Receipt dryad__Do_Not_Receipt__c | Checkbox | Tick to stop this recurring donation from being receipted. |
| 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" makes every gift from the recurring donation an acknowledgment. |
| Do Not Receipt Comments dryad__Do_Not_Receipt_Comments__c | Text Area | Any further explanation. |
Donor Details
| Field | Data Type | Purpose |
|---|---|---|
| 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 of this recurring donation's receipts: 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. |
| GAUs dryad__GAUs__c | Text | The funds (NPSP General Accounting Units) this recurring donation is allocated to, as a list. |
| GAUs with Amounts dryad__GAUs_with_Amounts__c | Long Text Area | The same list, with the amount allocated to each fund. |
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 receipts for these gifts. |
| Receipt Language dryad__Receipt_Language__c | Picklist | Forces "English" or "French" for this recurring donation. |
| Receipt Template dryad__Receipt_Template__c | Lookup (Receipt Template) | A specific .pdf template for this recurring 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. |
| Email Template Id dryad__Email_Template_Id__c | Text | A specific email template for this recurring 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 recurring donation as part of a batch job. See Batch Jobs and Logs. |