Release Notes

Version 1.15: 2025-08-19

• Allow donors with Recurring Donations to have individual receipts
• More granular control when receipting by payment
• Better management for English and French with Receipt Templates and Email Templates
• For Premium edition, able to hide "Receipting Account"
• Remove unused feature “Suspend Receipt Creation”
• Bug fixes

Version 1.14: 2025-05-15

• Support receipt by payment
• Support letter and legal page sizes for receipt .pdf
• Support English and French email templates
• Enable or disable all CRA rules (for US charities)
• Bug fixes

Version 1.13: 2025-03-07

• Enable page footers on .pdf template
• Bug fixes

Version 1.12: 2025-02-24

• Improved .pdf creation performance
• Button to reset field mapping to default settings
• Bug fixes

Version 1.11: 2025-01-13

• Allow receipt generation from opportunity list views

• Remove dependencies for non-receipting users

• New permission set “Receipt User Lite” for integration users

• Bug fixes

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