Contact
| Field Name | Data Type | Purpose |
| Receipt Delivery | Picklist | Method how the donor will receive receipts |
| Receipt Occurrence | Picklist | The frequency when the donor will receive receipts
|
Account
| Field Name | Data Type | Purpose |
| Receipt Delivery | Picklist | Method how the donor will receive receipts |
| Receipt Occurrence | Picklist | The frequency when the donor will receive receipts
|
| Authorized Name | Text(100) | Full name of the person authorized to acknowledge gifts. |
| Authorized Title | Text(200) | Title of the person authorized to acknowledge gifts. |
| Authorized Signature URL | URL | URL of the signature (image) for the authorized person. The image should be stored in Files. |
| Charity Registration # | Text(50) | The registration number, as provided by CRA, assigned to a registered charity. |
| Charity Logo URL | URL | URL of the logo (image) for the organization. The image should be stored in Files. |
| Receipt Next # | Number(18, 0) | The next receipt number used when creating receipts. This number will be incremented when a receipt is created. |
| Receipt Sender Email | The sender's email address for the organization. | |
| Email Template Id | Text(18) | Record Id for the Lightning Email Template. |
| Receipt Template | Lookup(Receipt Template) | Receipt Template to generate the receipt .pdf |
Opportunity
| Field Name | Data Type | Purpose |
| Advantage | Picklist | Determines whether an advantage has been provided to the donor
|
| Advantage Amount | Currency | The total value of the advantage |
| Advantage Description (EN) | Text Area | Description of the advantage, in English |
| Advantage Description (FR) | Text Area | Description of the advantage, in French |
| Appraiser Address | Text Area | For in-kind gifts, the full address of the appraiser |
| Appraiser Name | Text(255) | For in-kind gifts, the full name of the appraiser |
| Close Year | Formula(Text) | Year of the closed date |
| Do Not Receipt | Checkbox | Set to True when a receipt should never be created |
| Do Not Receipt Reason | Picklist | Reason why a receipt will not be issued
|
| Do Not Receipt Comments | Text Area | Additional comments why a receipt will not be created |
| Donor Address | Formula(Text) | Donor's mailing address Can be a from a contact or an account |
| Donor Address Multiline | Formula(Text) | Donor's mailing address on multiple lines Can be a from a contact or an account |
| Donor Email | Formula(Text) | Donor's email address Can be a from a contact or an account |
| Donor Name | Formula(Text) | Donor's full name Can be a from a contact or an account |
| Donor Receipt Delivery | Formula(Text) | Donor's receipt delivery Source can be a contact or an account |
| GAUs | Text(255) | A concatenation of the general allocation units |
| Last Payment Date | Formula(Date) | Date of the last payment |
| Last Receipt | Lookup(Receipt) | The last receipt issued |
| Last Receipt Delivery Status | Formula(Text) | The delivery status of the last receipt issued |
| Last Receipt Issue Date | Formula(Date) | The issue date of the last receipt |
| Payment Date | Formula(Date) | The payment date for receipting |
| Receipt Amount | Formula(Currency) | The amount eligible for a receipt |
| Receipt Advantage Threshold | Formula(Currency) | Used for CRA amount calculations |
| Receipt Nominal Threshold | Formula(Currency) | Used for CRA amount calculations |
| Receipt Status | Formula(Text) | The status of the receipt |
| Receipt Template | Lookup(Receipt Template) | Receipt Template to generate the receipt .pdf. Overrides the charity settings |
| Receipting Account | Lookup(Account) | Account responsible for issuing the receipt. For receipting, when the primary charity is not used. |
| Record Type Name | Formula(Text) | Name of the record type |
| Suspend Receipt Creation | Checkbox | Set to True when a receipt should not be created at the moment. It's less permanent than "Do Not Receipt". When creating receipting, there's an option to include suspended opportunity. |
Recurring Donation
| Field Name | Data Type | Purpose |
| Do Not Receipt | Checkbox | Set to True when a receipt should never be created |
| Do Not Receipt Reason | Picklist | Reason why a receipt will not be issued
|
| Do Not Receipt Comments | Text Area | Additional comments why a receipt will not be created |
| Donor Address | Formula(Text) | Donor's mailing address Can be a from a contact or an account |
| Donor Address Multiline | Formula(Text) | Donor's mailing address on multiple lines Can be a from a contact or an account |
| Donor Email | Formula(Text) | Donor's email address Can be a from a contact or an account |
| Donor Receipt Delivery | Formula(Text) | Donor's receipt delivery Source can be a contact or an account |
| GAUs | Text(255) | A concatenation of the general allocation units |
| Last Receipt | Lookup(Receipt) | The last receipt issued |
| Last Receipt Issue Date | Formula(Date) | The issue date of the last receipt |
| Receipt Status | Formula(Text) | The status of the receipt |
| Receipt Template | Lookup(Receipt Template) | Receipt Template to generate the receipt .pdf. Overrides the charity settings |
| Receipting Account | Lookup(Account) | Account responsible for issuing the receipt. For receipting, when the primary charity is not used. |
| Suspend Receipt Creation | Checkbox | Set to True when a receipt should not be created at the moment. It's less permanent than "Do Not Receipt". When creating receipting, there's an option to include suspended opportunity. |