Version 1.10: 2024-11-26

  • Remove a permission dependency, so users no longer need the "View Setup and Configuration" permission

  • Replace hardcoded values with new options in Receipt Settings to set the Household Record Type and In-Kind Gift Record Type

  • Expose more invocable apex classes, so they can be used in custom flows

  • Add Country field

  • Bug fixes

Version 1.9: 2024-09-23

  • Allow Opportunity.[Primary Contact] to be optional
  • Bug fixes


Version 1.8: 2024-09-06

  • Allow GAUs on Opportunity to not be concatenated
  • Force In-Kind Gfits to not be included in a consolidated receipt
  • Bug fixes


Version 1.7: 2024-08-19

  • Create up to 200,000 receipts in a batch
  • Able to specify daily limits for receipt creation and emailing
  • Add field [Eligible Amount] to allow differences between the donation amount and the amount eligible for tax receipts
  • Add field [Suspend Receipt Creation] to suspend receipt creation to a later moment
  • Add field [Do Not Receipt Reason] as a picklist
  • Support object renaming (i.e. If Recurring Donation or Opportunity are relabelled, use the new label)
  • Able to create receipts for Opportunities without Payments
  • Support external receipts
  • Support an invoice prefix
  • Allow a flexible naming convention for the receipt .pdf using merge fields
  • Add confirmation step when creating a receipt from an Opportunity
  • Allow a batch job to be aborted
  • New options to create single receipts:
    • By Campaign
  • New options to create consolidated receipts:
    • By Payment Date
    • By Primary Contact(s)
    • By Account(s)
    • By Receipting Account
  • Bug fixes


Version 1.6: 2024-02-21

  • Beta release for testing purposes


Version 1.5: 2023-11-13

  • Pass Salesforce security review
  • Register App Edition with web service
  • Set edition to "Standard" by default
  • Rename [Funds] to [GAUs]


Version 1.4: 2023-08-27

  • Update AWS storage to production server


Version 1.3: 2023-07-18

  • Update French translations


Version 1.2: 2023-06-09

  • Add fields Account.[Authorized Signature Preview] and Account.[Charity Logo Preview] to preview images (and validate the URL) for Receipting Accounts
  • If Opportunity.[GAUs] is longer than 255 characters, truncate to 252 and add "..."
  • Minor bug fixes


Version 1.1: 2023-05-28

  • Minor bug fixes


Version 1.0: 2023-05-23

  • Initial release