Payment Fields
Object API name: npe01__OppPayment__c
A Payment is NPSP's record for one payment on a donation. These fields matter only when Enable Receipt by Payment is on, so that each payment is receipted on its own (see Opportunities or Payments). Most of them match the Opportunity fields of the same name, but apply to the individual payment. Donor details come from the payment's Opportunity.
How to read the field tables: the Field column shows the label you see on screen, with the field's API name (the name used by admins, reports and integrations) underneath it. The Data Type column uses Salesforce's own terms. A type that starts with "Formula" is calculated automatically and can't be edited. Some fields carry a tag, explained in Tags Used on This Page.
Topics referred to with "see" (for example, Eligibility Statuses or Defaults and Overrides) are explained in the Core Concepts article.
Tags Used on This Page
- Special case – The field only matters in particular situations, for example for gifts in kind, or when you issue receipts for several charities. The description says when.
Receipting Status
| Field | Data Type | Purpose |
|---|---|---|
| Receipt Status dryad__Receipt_Status__c | Formula (Text) | Whether this payment can be receipted, and if not, why not. A payment must be paid and have a Payment Date. See Eligibility Statuses. |
| Receipt Type dryad__Receipt_Type__c | Formula (Text) | Taken from the payment's Opportunity: "Donation", "Acknowledgment" or "Tribute". See Receipt Types. |
| Last Receipt dryad__Last_Receipt__c | Lookup (Receipt) | The most recent receipt issued for this payment. |
| External Receipt # dryad__External_Receipt_Num__c | Text | The receipt number from another (legacy) system. If filled in, the payment counts as already receipted. See Voids and Replacements. |
Amounts and Tax Rules
| Field | Data Type | Purpose |
|---|---|---|
| Eligible Amount dryad__Eligible_Amount__c | Currency | The part of the payment that qualifies for a receipt, if it's different from the Payment Amount. If blank, the full Payment Amount is used. |
| Advantage dryad__Advantage__c | Picklist | Did the donor receive anything in return for this payment? "No", "Yes", or "Yes but value cannot be determined". |
| Advantage Amount dryad__Advantage_Amount__c | Currency | The value of what the donor received. |
| Advantage Description (EN) dryad__Advantage_Description_EN__c | Text Area | What the donor received, in English, for the receipt. |
| Advantage Description (FR) dryad__Advantage_Description_FR__c | Text Area | What the donor received, in French, for the receipt. |
| Receiptable Amount dryad__Receipt_Amount__c | Formula (Currency) | The amount that will be receipted after the advantage rules are applied. |
| Receipt Nominal Threshold dryad__Receipt_Nominal_Threshold__c | Formula (Currency) | The largest advantage that still counts as nominal for this payment: $75 or 10% of the eligible amount, whichever is less. |
| Receipt Advantage Threshold dryad__Receipt_Advantage_Threshold__c | Formula (Currency) | 80% of the eligible amount. Unlike on Opportunities, the 80% and "value cannot be determined" checks don't block a payment's receipt, so review payments with large advantages before receipting them. |
| Payment Year dryad__Payment_Year__c | Formula (Text) | The year of the Payment Date, which decides the receipt's tax year. |
Gifts in Kind
| Field | Data Type | Purpose |
|---|---|---|
| Appraiser Name dryad__Appraiser_Name__c | Text | Special case For gifts in kind: the full name of the person who appraised the item. |
| Appraiser Address dryad__Appraiser_Address__c | Text Area | Special case For gifts in kind: the appraiser's full address. |
Do Not Receipt
| Field | Data Type | Purpose |
|---|---|---|
| Do Not Receipt dryad__Do_Not_Receipt__c | Checkbox | Tick to stop this payment from being receipted. See Eligibility Statuses. |
| Do Not Receipt Reason dryad__Do_Not_Receipt_Reason__c | Picklist | Why: "Acknowledgments Only", "Below Minimum Receipt Amount", "Philanthropy Exclusion", "Pool of Funds", "Questionable Donation", "Sponsorship" or "Other". |
| Do Not Receipt Comments dryad__Do_Not_Receipt_Comments__c | Text Area | Any further explanation. |
Donor Details
Worked out from the payment's Opportunity: its primary contact (for households) or its Account (for organizations). See Households and Organizations.
| Field | Data Type | Purpose |
|---|---|---|
| Donor Name dryad__Donor_Name__c | Formula (Text) | The donor's full name. |
| Donor Address dryad__Donor_Address__c | Formula (Text) | The donor's mailing address on one line. |
| Donor Address Multiline dryad__Donor_Address_Multiline__c | Formula (Text) | The donor's mailing address over several lines. |
| Donor Email dryad__Donor_Email__c | Formula (Text) | The donor's email address. |
| Donor Receipt Delivery dryad__Donor_Receipt_Delivery__c | Formula (Text) | The donor's delivery preference ("Email" or "Mail"). |
| Donor Receipt Language dryad__Donor_Receipt_Language__c | Formula (Text) | The language this payment's receipt will be in: this record's Receipt Language, then the donor's preference, then English. |
| Account Id dryad__Account_Id__c | Formula (Text) | The Account of the payment's Opportunity. Used to group payments onto consolidated receipts. |
| Contact Id dryad__Contact_Id__c | Formula (Text) | The primary contact of the payment's Opportunity. Used to group payments onto consolidated receipts. |
| Recurring Donation Id dryad__Recurring_Donation_Id__c | Formula (Text) | The recurring donation of the payment's Opportunity, if any. Used to group payments onto consolidated receipts. |
Overrides
Leave these blank to use the defaults. See Defaults and Overrides.
| Field | Data Type | Purpose |
|---|---|---|
| Receipting Account dryad__Receipting_Account__c | Lookup (Account) | Special case When you issue receipts for several charities: the charity Account that will issue this payment's receipt. |
| Receipt Language dryad__Receipt_Language__c | Picklist | Forces "English" or "French" for this payment only. |
| Receipt Template dryad__Receipt_Template__c | Lookup (Receipt Template) | A specific .pdf template for this payment. |
| Receipt Template Id Assigned dryad__Receipt_Template_Id_Assigned__c | Formula (Text) | The template that will actually be used, after checking this record, the Receipting Account and Receipt Settings. |
| Email Template Id dryad__Email_Template_Id__c | Text | A specific email template for this payment. |
| Email Template Id Assigned dryad__Email_Template_Id_Assigned__c | Formula (Text) | The email template that will actually be used. |
System
| Field | Data Type | Purpose |
|---|---|---|
| Batch Receipt Log Id dryad__Batch_Receipt_Log_Id__c | Text | For the app's use: marks the payment as part of a batch job. See Batch Jobs and Logs. |