Data Model

Modified on Sun, 9 Nov at 10:46 PM

Receipt

Contains all the information related to a tax receipt. A receipt .pdf is attached, which is to be sent to the donor.


Receipt Assignment

A junction object between Receipt and Gift Transaction. This allows multiple transactions to have a multiple receipts.


Batch Receipt Log

Contains a log of all receipt actions performed and their statuses. Actions include:

  • Creating receipts for recurring donations, opportunities, and payments
  • Emailing receipts which emails receipts when possible
  • Merging receipts, to allow for easier printing. The merged .pdf is attached to the batch receipt log


Receipt Template

Allows you to customize the look and feel of the receipt .pdf using an advanced WYSIWYG editor and merge fields.


Receipt Settings

Allows you to specify various settings related to receipts, including 

  • Charity Information, such as name, address, and authorized individual
  • General Settings, such as registration #, receipt prefix, various optional settings, and templates
  • Advanced Settings, such as batch thresholds and sizes
  • Field Mappings, to set which fields from which objects are copied to the receipt
  • Scheduled Jobs, to set a scheduler to automatically create receipts
  • App Details, to register the app


Receipt Field Mapping

A system object that speciifes which objects and fields should be copied to the receipt. This object is not used directly, as the field mappings are set in the Receipt Settings tab.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article