Receipt Fields
Object API name: dryad__Receipt__c
A Receipt is an issued donation receipt, acknowledgment or giving summary. The app creates it from one or more gifts. Its Receipt # (the record name) is assigned automatically (see Receipt Numbers) and can't be edited. Most values are copied from the gift when the receipt is created (see What Gets Copied to a Receipt). Receipts are corrected by voiding and replacing them, not by editing.
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 consolidated receipts, for gifts in kind, for tribute gifts, or when you issue receipts for several charities. The description says when.
Identity and Status
| Field | Data Type | Purpose |
|---|---|---|
| Receipt # Name | Text | The official receipt number, built from the prefix and the next number in the sequence (for example "R-000123"). See Receipt Numbers. |
| Receipt Name dryad__Receipt_Name__c | Formula (Text) | A copy of the Receipt #, so the number can be placed in a template as a merge field. |
| Type dryad__Type__c | Picklist | "Single Receipt", "Consolidated Receipt", "Acknowledgment" or "Giving Summary". See Receipt Types. |
| Status dryad__Status__c | Picklist | "Receipted" (valid) or "Voided" (cancelled). See Voids and Replacements. |
| Version dryad__Version__c | Picklist | "Original Receipt", or "Replacement Receipt" if it replaces an earlier receipt that was voided. |
| Issue Date dryad__Issue_Date__c | Date | The date the receipt was issued (created). |
| Location Issued dryad__Location_Issued__c | Formula (Text) | The city and province of the issuing charity, which the CRA requires on receipts. |
| Receipt Year dryad__Receipted_Year__c | Text | The tax year of the receipt, which is the year the payment was made. |
| Description dryad__Description__c | Rich Text Area | A free-form description of the gift that can appear on the receipt. |
Donor Information
| Field | Data Type | Purpose |
|---|---|---|
| Account dryad__Account__c | Lookup (Account) | The household or organization that made the gift. |
| Contact dryad__Contact__c | Lookup (Contact) | The person the receipt is for, usually the gift's primary contact. See Households and Organizations. |
| Donor Name dryad__Donor_Name__c | Text | The donor's name as printed on the receipt. Copied from the gift when the receipt is created. |
| Donor First Name dryad__Donor_First_Name__c | Formula (Text) | The first word of the donor name, for greetings such as "Dear Jane". |
| Donor Address dryad__Donor_Address__c | Text Area | The donor's mailing address on one line. |
| Donor Address Multiline dryad__Donor_Address_Multiline__c | Text Area | The donor's mailing address over several lines, as it appears in the address block of a letter. |
| Donor Email dryad__Donor_Email__c | The address the receipt is emailed to. | |
| Donor Receipt Delivery dryad__Donor_Receipt_Delivery__c | Picklist | Whether the donor wanted this receipt by "Email" or by "Mail". Used by Delivery Status. |
Gift and Amounts
| Field | Data Type | Purpose |
|---|---|---|
| Donation Amount dryad__Donation_Amount__c | Currency | The original amount given, before any CRA adjustments. |
| Eligible Amount dryad__Eligible_Amount__c | Currency | The part of the gift that qualifies for a receipt, if it's different from the donation amount. See Amounts and Tax Rules. |
| Advantage Amount dryad__Advantage_Amount__c | Currency | The value of anything the donor received in return. |
| Advantage Description (EN) dryad__Advantage_Description_EN__c | Text Area | What the advantage was, in English. |
| Advantage Description (FR) dryad__Advantage_Description_FR__c | Text Area | What the advantage was, in French. |
| Receipt Amount dryad__Receipted_Amount__c | Currency | The amount officially receipted for tax purposes, after the CRA rules are applied. |
| Donation Date dryad__Donation_Date__c | Date | The original date of the gift. |
| Payment Date dryad__Payment_Date__c | Date | The date the money was received. This can differ from the donation date, for example for a pledge paid later. |
| Consolidated Donation Start Date dryad__Consolidated_Receipt_Start_Date__c | Date | Special case For consolidated receipts and giving summaries: the start of the period the receipt covers. |
| Consolidated Donation End Date dryad__Consolidated_Receipt_End_Date__c | Date | Special case For consolidated receipts and giving summaries: the end of the period the receipt covers. |
| Donation Type dryad__Donation_Type__c | Text | Copied from the Opportunity's Type field. |
| Opportunity RecordType Name dryad__Opportunity_RecordType_Name__c | Text | The kind of donation (for example "In-Kind Gift"), copied from the Opportunity. Used to treat in-kind gifts differently. |
| GAUs dryad__GAUs__c | Text | The funds (NPSP General Accounting Units) the gift was 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. |
| Appraiser Name dryad__Appraiser_Name__c | Text | Special case For gifts in kind: the full name of the person who appraised the item's value. The CRA requires this on in-kind receipts. |
| Appraiser Address dryad__Appraiser_Address__c | Text Area | Special case For gifts in kind: the appraiser's full address. |
Tribute (In Honour / In Memory)
| Field | Data Type | Purpose |
|---|---|---|
| Tribute Type dryad__Tribute_Type__c | Picklist | Special case For tribute gifts: "Honor" or "Memorial". |
| Honoree Name dryad__Honoree_Name__c | Text | Special case For tribute gifts: the name of the person the gift honours or remembers. |
| Honoree Contact dryad__Honoree_Contact__c | Lookup (Contact) | Special case For tribute gifts: the honoree's Contact record, if there is one. |
| Honoree Information dryad__Honoree_Information__c | Long Text Area | Special case For tribute gifts: any additional notes about the honoree. |
Issuing Charity
Apart from Receipting Account, these fields are formulas. They show the current details of the Receipting Account or, if there isn't one, the details in Receipt Settings. 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 issued this receipt. |
| Charity Name dryad__Charity_Name__c | Formula (Text) | The issuing charity's name. |
| Charity Registration # dryad__Charity_Registration_Num__c | Formula (Text) | The charity's registration number with the tax authority. |
| Charity Street dryad__Charity_Street__c | Formula (Text) | The street part of the charity's address. |
| Charity City dryad__Charity_City__c | Formula (Text) | The charity's city. |
| Charity Province dryad__Charity_Province__c | Formula (Text) | The charity's province. |
| Charity Postal Code dryad__Charity_Postal_Code__c | Formula (Text) | The charity's postal code. |
| Charity Country dryad__Charity_Country__c | Formula (Text) | The charity's country. |
| Charity Address dryad__Charity_Address__c | Formula (Text) | The charity's full address on one line. |
| Charity Address Multiline dryad__Charity_Address_Multiline__c | Formula (Text) | The charity's full address over several lines. |
| Charity Phone dryad__Charity_Phone__c | Formula (Text) | The charity's phone number. |
| Charity Website dryad__Charity_Website__c | Formula (Text) | The charity's website. |
| Charity Logo URL dryad__Charity_Logo_URL__c | Formula (Text) | The web address of the logo image shown on the receipt. |
| Authorized Name dryad__Authorized_Name__c | Formula (Text) | The person who signs receipts on the charity's behalf. |
| Authorized Title dryad__Authorized_Title__c | Formula (Text) | That person's title. |
| Authorized Signature URL dryad__Authorized_Signature_URL__c | Formula (Text) | The web address of the signature image. |
| Sender Email dryad__Sender_Email__c | Formula (Text) | The "from" address used when the receipt is emailed. |
Replacements
| Field | Data Type | Purpose |
|---|---|---|
| Voided Date dryad__Voided_Date__c | Date | The date the receipt was voided. |
| Replaced By dryad__Replaced_By__c | Lookup (Receipt) | On a voided receipt: the new receipt that replaces it. |
| Replacement Receipt dryad__Replacement_Receipt__c | Text Area | On a replacement: the number of the receipt it replaces. |
| Replacement External Receipt # dryad__Replacement_External_Receipt__c | Text | Special case On a replacement for a gift receipted in another system: the original receipt number (the gift's External Receipt #). |
Ready-Made Text for Templates
These formulas exist only to be printed. The formatted dates use the Date Format chosen in Receipt Settings (for example "Mar 05, 2026" or "2026-03-05"). The text blocks contain a complete sentence when it applies, and are blank otherwise. See Templates and Merge Fields.
| Field | Data Type | Purpose |
|---|---|---|
| Issue Date dryad__Calculated_Issue_Date__c | Formula (Text) | The issue date, formatted. |
| Donation Date dryad__Calculated_Donation_Date__c | Formula (Text) | The donation date, formatted. |
| Payment Date dryad__Calculated_Payment_Date__c | Formula (Text) | The payment date, formatted. |
| Voided Date dryad__Calculated_Voided_Date__c | Formula (Text) | The voided date, formatted. |
| Advantage Text (EN) dryad__Advantage_Text_EN__c | Formula (Text) | A sentence in English stating the advantage's value and description. Blank when there is no advantage, and for gifts in kind. |
| Advantage Text (FR) dryad__Advantage_Text_FR__c | Formula (Text) | The same sentence in French. |
| Replacement Text (EN) dryad__Replacement_Text_EN__c | Formula (Text) | On a replacement: a line in English such as "This receipt replaces receipt #…". |
| Replacement Text (FR) dryad__Replacement_Text_FR__c | Formula (Text) | The same line in French. |
| Voided Text (EN) dryad__Voided_Text_EN__c | Formula (Text) | A bold "VOIDED" stamp in English when the receipt is voided. |
| Voided Text (FR) dryad__Voided_Text_FR__c | Formula (Text) | The same stamp in French. |
| Voided Text (EN and FR) dryad__Voided_Text_EN_FR__c | Formula (Text) | The same stamp in both languages, for bilingual templates. |
Templates, Files and Delivery Tracking
| Field | Data Type | Purpose |
|---|---|---|
| Delivery Status dryad__Delivery_Status__c | Formula (Text) | The next step for the receipt: "PDF Creation in Progress", "To be Emailed", "To be Printed", "Emailed", "Mailed", "Emailed & Mailed", or "N/A" (voided). See Delivery Status. |
| PDF Created dryad__PDF_Created__c | Checkbox | Ticked automatically once the .pdf has been created. |
| Receipt Emailed dryad__Email_Sent__c | Checkbox | Ticked once the receipt has been emailed, or by the Set as Emailed button. |
| Receipt Merged dryad__Receipt_Merged__c | Checkbox | Ticked automatically once the .pdf has been merged into a print file. |
| Receipt Printed dryad__Receipt_Printed__c | Checkbox | Ticked once the receipt has been printed, or by the Set as Printed button. A printed receipt counts as mailed. |
| Receipt Template dryad__Receipt_Template__c | Lookup (Receipt Template) | The template used to create the .pdf. |
| Receipt Template Id dryad__Receipt_Template_Id__c | Formula (Text) | For the app's use: the template's ID. |
| Email Template dryad__Email_Template__c | Text | The email template used when the receipt is emailed. |
| Email Template Id dryad__Email_Template_Id__c | Formula (Text) | For the app's use: the email template's ID. A receipt without one can't be emailed. |
| Last Content Document Id dryad__Last_Content_Document_Id__c | Text | For the app's use: points to the .pdf file attached to the receipt. Don't edit it. |
| Batch Receipt Log Id dryad__Batch_Receipt_Log_Id__c | Text | For the app's use: the batch job that created this receipt. See Batch Jobs and Logs. |