Pllenty Receipting for Salesforce
Need to issue tax receipts as a registered charity?
Pllenty offers a Salesforce-compatible solution that meets all Canadian Revenue Agency (CRA) requirements.
Pllenty Receipting for Salesforce works seamlessly with Salesforce NPSP and Nonprofit Cloud, making compliance simple, straightforward yet personalized and beautiful!
Pllenty Receipting for Salesforce
Personalized, CRA-Compliant Tax Receipts & Acknowledgements—All Within Salesforce
Simple Receipt Templates & Numbering
Upload your Word documents directly to Salesforce with Pllenty Receipting.
Create custom receipt templates for both acknowledgements and tax receipts without hassle.
Manage multiple receipt number sequences using our numbering system to support set ups like multiple organizations.
Merge fields & Assignment Rules
Pull data directly from Opportunities and related Salesforce objects—like Contacts, Accounts, and Campaigns—and use merge fields to make your receipts both personalized & accurate.
Show or hide content based on your data in your templates using conditional logic!
Automatically assign templates based on custom criteria, streamlining your receipting process and ensuring the right format is always used.
Fast, Flexible Receipting Batching & Delivery
Use Pllenty’s Receipt Batching wizard, right from your homepage, to generate receipt batches based on shared criteria.
Pllenty Receipts can be emailed or printed, individually or in bulk. You control the delivery method! You can also combine an entire batch into a single PDF for easy printing or email delivery.
Base Receipt Package
- Unlimited Receipt Generation
- Unlimited Users
- Unlimited tax receipt and acknowledgement templates
- Receipt generation from Donation
- Automated and Batch receipt generation
- Void and re-issue capability
Enhanced Receipt Package
- Base Package Plus
- Additional Support hours with Priority access
- Email bounceback feature
I have been reporting to my President, our Board and the Advancement Committee on our challenges with receipting. At last I have been able to clear “receipting challenges” off of my issue list and share with them how very happy we are with Pllenty’s receipting solution.
Pllenty is cost effective, faster, easier to use and the team addresses fine tuning requirements as soon as we identify them.
Future of Simplified Tax Receipting Starts Here
Pllenty Receipting for Canadian Charities and Nonprofits meets all criteria for the Canadian Revenue Agency, provides full customization of the templates, the issuing criteria, and the schedule, and automates the task of generating, emailing and/or batch printing receipts.
© Pllenty Inc.
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