Receipt Installment Fields
Object API name: dryad__Receipt_Installment__c
A Receipt Installment links a receipt to a gift it covers. A single receipt has one installment, and a consolidated receipt has one for each Opportunity, Payment or Recurring Donation it includes. Installments let you open any gift and see which receipts it has had, and open any receipt and see which gifts it covers. They are created by the app and belong to their receipt.
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.
Topics referred to with "see" (for example, Eligibility Statuses or Defaults and Overrides) are explained in the Core Concepts article.
Links
| Field | Data Type | Purpose |
|---|---|---|
| Receipt dryad__Receipt__c | Master-Detail (Receipt) | The receipt. |
| Opportunity dryad__Opportunity__c | Lookup (Opportunity) | The donation covered by the receipt, when your org receipts Opportunities. See Opportunities or Payments. |
| Payment dryad__Payment__c | Lookup (Payment) | The payment covered by the receipt, when your org receipts Payments. |
| Recurring Donation dryad__Recurring_Donation__c | Lookup (Recurring Donation) | The recurring donation covered by the receipt. |
Receipt Details
Copies of the receipt's values, so they can be shown in the gift's related list and used in reports.
| Field | Data Type | Purpose |
|---|---|---|
| Receipt Name dryad__Receipt_Name__c | Formula (Text) | The receipt number. |
| Receipt Type dryad__Receipt_Type__c | Formula (Text) | The receipt type. See Receipt Types. |
| Receipt Status dryad__Receipt_Status__c | Formula (Text) | "Receipted" or "Voided". |
| Receipt Year dryad__Receipt_Year__c | Formula (Text) | The receipt's tax year. |
| Receipt Issue Date dryad__Receipt_Issue_Date__c | Formula (Date) | The date the receipt was issued. |
| Receipt Amount dryad__Receipt_Amount__c | Formula (Currency) | The receipt's receipted amount. |