Recipe: Set Up In-Kind Receipts

This guide outlines the most common setup approach our clients use for in-kind receipting in Cascadia Receipting (NPSP). This will stamp in-kind values over to the receipt record when a receipt is generated. In this example, we are going to map the NPSP In-Kind Description field to the Tax Receipt Object. However, your organization may capture information in a different field or via multiple fields.

Chantelle Ng
16 steps
57 seconds

Cascadiareceipting

Salesforce

Alerts & Tips

User Permission Needed: - View Setup and Configuration - Customize Application - Manage Flow - Cascadia Receipting User

For CRA compliance, ensure the appraiser’s information is included for in-kind gifts over $1,000. Depending on your organization's data, you may need to capture custom fields in order to adhere to the CRA guidelines. For more details on in-kind receipts, please refer to the [Government of Canada’s website](https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/p113/p113-gifts-income-tax.html).

Guide

Go to Setup > Flows > Select your Set Fields Flow that is active in your Cascadia Receipting Custom Settings

Click "Get Opportunities"

Click "Add Field"

Select In-Kind Description (or the field that will have your In Kind information in)

**Are you mapping a rich text field to the receipt template?** \ Follow steps 5-9. Otherwise, proceed to step 10.\ \ In this scenario, the In-Kind Description field is a rich text field. The formula in the next step helps strip the common HTML that will show up when going from rich text to plain text. If you organization uses additional HTML or formatting when inputting your in-kind descriptions, then you may need to add to this formula.

Click the toolbox icon

Click "New Resource"

Resource Type: Formula\ API Name: forTxt_InKindDescription\ Data Type: Text

For the formula, input: TRIM(SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE(\ SUBSTITUTE({!Loop_Through_Donations.npsp__In_Kind_Description__c}, '"', '"'),\ ''', "'"),\ '&', '&'),\ '', ' '),\ '', ' '),\ '', ' '),\ '', ' '),\ '', ' '),\ '', ' '),\ ' ', ' '),\ ' ', ' '),\ ' ', ' ')\ )

Click "Done"

Click "Set Individual Tax Receipt Values"

Add a new assignment row. \ Variable: {!varRec_TaxReceipt.receipt__In_Kind_Description__c}\ Value: {!forTxt_InKindDescription} if it is rich text, or {!Loop_Through_Donations.npsp__In_Kind_Description__c}

Repeat these assignments for the Set Organization Tax Receipt Values Element

Click "Save As New Version"

Write a description and save your Flow

Activate your Flow

You're done!

a cartoon cat is running across a finish line

[Create the merge tags](https://help.cascadiareceipting.com/kb_articles/manage-merge-tags-for-receipt-templates/) for these fields, so they can be added to your receipt template to send to donors!