Configuring Receipt Settings

The Receipt Settings tab is where administrators control the settings for which object represents a gift, how consolidated receipts are generated, receipt numbering formats and how receipts are delivered. The Receipt Settings tab is split into 4 tabs, though most organizations will only see and use the first 3 of them:

For more information on Transaction Receipts, see 'What is transaction receipting?' (forthcoming)

General Settings

General Settings are split into two sections: Object Settings and Receipt Number Settings

Object Settings

  1. This controls which object in your Salesforce instance is treated as a gift record. By default, this is the opportunity object, but Receipting SmartPack extensions or custom development can add other options to this list.
  2. When delivering a receipt via email, you can decide which email address on the contact should receive the receipt. All email address fields on the contact record are options in this list, but it will default to the standard Email field.
  3. When mapping information from a gift to the receipt record, the Receipting SmartPack can be configured to map different values depending on whether the gift is an individual/household gift or an organization gift. Use this setting to indicate which Account Record Types should be treated as Household Accounts (and therefore use the individual/household gift mapping on receipts)

Receipt Number Settings

This section allows you to set one or more numbering patterns for your receipts. Each numbering pattern needs a name so that it can be referenced when setting up assignment rules. You can also set a prefix, suffix and number of digits to zero-fill for each pattern.

For example, the pattern above will generate a receipt with number 0001, then 0002, etc.

Single Gift Receipt Settings

Single Gift Receipt Settings have two sections: Receipt Source Data and Automation Settings

Receipt Source Data

This section is primarily concerned with allowing administrators to control which CRA Eligible gifts are marked as Receiptable by the package. For more information on the difference between these two terms, see What does Receiptable mean? What about CRA Eligible?

  1. This is a read-only field that indicates your receiptable object. To change this object you must update it on the General Settings page.
  2. If you enter in an amount in this field, only gifts with an amount equal or greater to this amount will be receiptable.
  3. Use this setting to exclude certain record types on your gift object. Any gift record with the excluded record type will not be receiptable
  4. Use this setting to exclude gift records based on a type field. Any gift record with the excluded type will not be receiptable

Automation Settings

Automation settings control when receipt records are generated, as well as whether they are emailed automatically. By default, both options default to Manually.

  1. For Single Gift Records, you can choose to automatically generate receipts as the records are created, or on a schedule. For more information on scheduling receipt generation batches, see 'Scheduling a Receipting Batch' (forthcoming). If the automation settings are left as Manually, users will need to generate receipt records themselves. Users can always generate a receipt manually, even if administrators have also scheduled receipting batches.
  2. If this setting is left as Manually, users will need to send out receipt emails manually from a receipt record or receipt list view. If this setting is set to Automatically, administrators can control whether all receipts are automatically delivered via email, or selectively based on a field either on the gift record or the recipient contact. When using a field-value pair to send out emails, the email will be delivered automatically whenever the field is equal to the value you defined.

Consolidated Receipt Settings

Consolidated receipt settings allow administrators to define how consolidated receipts are generated. Administrators can either choose to group gift records together by a parent record, or to define custom criteria for how to group together gift records. The method for grouping gift records effects what options are available to administrators for automating receipt generation - if consolidated receipts are grouped by custom criteria they must always be generated manually. Consolidated receipts based on object groupings can be generated automatically if desired.

Like Single Gift Receipt Settings, Consolidated Receipt Settings are separated into Receipt Source Data and Automation Settings sections.

Receipt Source Data - Group by Custom Criteria

By default, the Receipting SmartPack will set Group by to Custom Criteria. If you have adding additional configuration or installed an extension package (eg. NPSP objects), you will be able to change this to a configured object.

When consolidating receipts using criteria, you must always first group records together by the Receiptable Contact. As an administrator, you can add additional fields from your base receiptable object to further group receipts. For example, if you group opportunities by Receiptable Contact then Campaign Id, a donor who has contributed to multiple campaigns in the same year will receipt one receipt for each campaign that contains summary information for all gifts they have given to that campaign.

Consolidated receipts are always generated with a year specified and will always contain gifts from a single year only. There is no need to add groupings for gift dates in order to ensure this.

Receipt Source Data - Group by Parent Record

If you have options available to group gift records by a parent object (such as Recurring Donation, which is available in the NPSP expansion package), the Receipt Source Data section will look similar to the Single Gift Receipt Settings tab and will give you options for determining which parent records are receiptable. When receipts are generated for the parent record, they will include all child gift records that are CRA Eligible and do not have 'Do Not Receipt' checked.

  1. Group By - this is the object that is related to your gift records
  2. If you enter in an amount in this field, only parent records with an amount equal or greater to this amount will be receiptable.
  3. Use this setting to exclude certain record types on your parent object. Any parent record with the excluded record type will not be receiptable.
  4. Use this setting to exclude parent records based on a type field. Any parent record with the excluded type will not be receiptable.

See Tips & Tricks for setting up Consolidated Receipting using parent records (forthcoming) for more help on how to configure these settings to work smoothly with your Single Gift Receipt Settings

Automation Settings

Automation settings control when consolidated receipt records are generated, as well as whether they are emailed automatically. By default, both options default to Manually.

  1. For consolidated receipts, you can choose to automatically generate receipts on a schedule if you are consolidating . For more information on scheduling receipt generation batches, see 'Scheduling a Receipting Batch' (forthcoming). If the automation settings are left as Manually, users will need to generate receipt records themselves. Users can always generate a receipt manually, even if administrators have also scheduled receipting batches.
  2. If this setting is left as Manually, users will need to send out receipt emails manually from a receipt record or receipt list view. If this setting is set to Automatically, administrators can control whether all receipts are automatically delivered via email, or selectively based on a field either on the parent record or the recipient contact from the parent record. When using a field-value pair to send out emails, the email will be delivered automatically whenever the field is equal to the value you defined.

Transaction Receipt Settings

Transaction Receipt Settings have two sections: Receipt Source Data and Automation Settings

Not all organizations will see the Transaction Receipt Settings tab. For more information on Transaction Receipts, see 'What is transaction receipting?' (forthcoming)

Receipt Source Data

The Receipt Source Data section will look similar to the Single Gift Receipt Settings tab and will give you options for determining which transaction object records are receiptable. When receipts are generated for the transaction object record, they will include all child gift records.

  1. This field indicates the transaction object that you wish to receipt. The transaction object must be a parent of your receiptable object.
  2. If you enter in an amount in this field, only transaction objects with an amount equal or greater to this amount will be receiptable.
  3. Use this setting to exclude certain record types on your transaction object. Any transaction record with the excluded record type will not be receiptable
  4. Use this setting to exclude transaction records based on a type field. Any transaction record with the excluded type will not be receiptable

Automation Settings

Automation settings control when receipt records are generated, as well as whether they are emailed automatically. By default, both options default to Manually.

  1. For Transaction Receipt Settings, you can choose to automatically generate receipts as the records are created, or on a schedule. For more information on scheduling receipt generation batches, see 'Scheduling a Receipting Batch' (forthcoming). If the automation settings are left as Manually, users will need to generate receipt records themselves. Users can always generate a receipt manually, even if administrators have also scheduled receipting batches.
  2. If this setting is left as Manually, users will need to send out receipt emails manually from a receipt record or receipt list view. If this setting is set to Automatically, administrators can control whether all receipts are automatically delivered via email, or selectively based on a field either on the gift record or the recipient contact. When using a field-value pair to send out emails, the email will be delivered automatically whenever the field is equal to the value you defined.