AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Dryad Receipting for Salesforce

Tax Receipting for Canadian and American Charities

Overview

Turn gifts in Nonprofit Cloud or NPSP into donation receipts and thank-you letters. Create single or year-end receipts, generate branded PDFs, and email or print them in bulk, on demand or on a schedule. CRA rules built in.

1 of 10

  • Easy for staff to use: A step-by-step Batch Receipts screen lets staff preview, create, email and print receipts in a few clicks, with no exports needed.

  • Receipting done right: Each gift shows whether it can be receipted and for how much. CRA rules are built in, and donors' email, mail and language preferences are followed.

  • Built for scale: Receipt thousands of gifts with batch processing and scheduled jobs, track every run's progress, and keep branded PDFs on file.

  • Easy template editor: Design receipts in an editor that works like a word processor. Insert fields, logos and signatures with one click and preview the result instantly.

Dryad Receipting turns gifts in Salesforce Nonprofit Cloud or NPSP into donation receipts and thank-you letters, with no exports or separate tools. - Eligibility built in: every gift shows whether it can be receipted and for how much. CRA rules are included for Canadian charities. - Single or consolidated: one receipt per gift, or one per donor for the year or for monthly gifts. - Donor preferences: email or mail, per gift or consolidated, English or French. - Branded PDFs: your own templates, logos and signatures, for one or more charities. - Bulk delivery: email through Salesforce or Amazon SES, or merge PDFs for printing. - High volume: run from a record, a list view, the Batch Receipts tab or a scheduled job, with progress logged.

Categories

Industries
Nonprofit
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile