Dryad Receipting for Salesforce NPC

Dryad Receipting turns gifts recorded in Salesforce Nonprofit Cloud into official donation receipts and thank-you acknowledgments. It produces them as .pdf files and delivers them to donors by email or mail.

• Set up once: your charity's details, receipt numbering and rules in Receipt Settings, and the look of your receipts in Receipt Templates.
• Record gifts as usual: Dryad Receipting works out, for every Gift Transaction and Gift Commitment, whether it can be receipted and for how much.
• Create and send receipts: in bulk from the Batch Receipts tab, from a list view or a single record, or automatically with the scheduled job.

🗃How It Works

How receipting works: settings, eligibility, templates, donor preferences, email and permissions.

🗃Creating and Sending Receipts

All the ways to create, email and print receipts: Batch Receipts, list views, records and the scheduled job.

🗃Data Model

The objects Dryad Receipting uses and every field it adds.

🗃Technical Information

Background jobs, logs, limits and planning large receipting runs.