KELL Smartpack DocumentationCanadian Tax Receipting FAQ - Canadian Tax ReceiptingWhat is the difference between Single and Consolidated Receipting?

What is the difference between Single and Consolidated Receipting?

The Canadian Receipting Smartpack allows you to generate two fundamentally different types of receipts. Single receipts generate one receipt record (and PDF) per gift record in Salesforce. Consolidated receipts generate one receipt record (and PDF) for a group of gift records. Administrators control which object in Salesforce is the base gift object as well as how to group those objects together for consolidated receipts.

As you generate receipts and work with receipt templates, the behavior of the Smartpack will differ depending on whether you are generating single or consolidated receipts, as well as how your consolidated receipts group individual gifts together.

Single receipts

Single gift receipts are the simplest type of receipt that can be generated by the Smartpack. The Smartpack generates a single receipt record (and PDF) for each gift record. That receipt record is linked back to the gift record in Salesforce.

The values on the receipt (like Donor Name, Gift Date, etc) are mapped directly from the gift record that is linked to the receipt and appear on the receipt template.

Consolidated receipts

Consolidated receipts consist of a single receipt that summarizes information for a group of gift records in Salesforce. Administrators can determine whether gifts are grouped together based on a common 'parent' record (eg. all opportunities that are a part of the same recurring donation) or by a combination of custom criteria (eg. all opportunities grouped by campaign type, or opportunities grouped into in-kind and cash gifts). Grouped gift records are always tied to the same donor and dated within the same calendar year.

When generating consolidated receipts, users are asked to specify which calendar year to use and any gifts outside of the specified year will not be included in the receipt. The generated receipt record will be linked to all of the gifts included and to the parent record that was used for grouping the gifts (if applicable).

The values on the receipt that pertain to the donor (Donor Name, Address, etc) will be drawn from the common donor on the receipted gifts. Gift Date will be set to the calendar year specified by the user when the receipt is generated. Gift amounts will be summarized based on all of the gifts included in the receipt.

For more detailed information on the differences between consolidating receipts by common parent record or by custom criteria, see "What is the difference between consolidating receipts by object and consolidating receipts by criteria?" (forthcoming)