Turn Salesforce data into receipts and statements — automatically.
Receiptly builds fully custom receipts and statements straight from your Salesforce records — matched, grouped, and formatted exactly how you want them — then sends them in bulk with one click. No exports. No spreadsheets. No templates fighting you.
Receipt configuration
Statement preview
PDF2026 Giving Statement
For Jane Donor
| Date | Fund | Amount |
|---|---|---|
| Jan 14 | General | $250 |
| Apr 03 | Missions | $500 |
| Aug 22 | General | $100 |
| Dec 05 | Building | $1,000 |
| Total | $1,850 | |
The problem
Your data already has the story. Getting it into someone's inbox shouldn't take all day.
Generating giving statements, membership summaries, or transaction receipts usually means exporting reports, pivoting them in Excel, formatting by hand, and sending emails one at a time — or paying for a rigid, one-size-fits-all receipt tool that only knows how to do one thing. Every organization's data — and every recipient's story — is different. Your receipts should be too.
How it works
Four steps. Then it runs itself.
- STEP 01
Define your receipt
Pick a target object — like Opportunity — and the record it belongs to, Account or Contact. Then set filters on any field: date range, record type, status, amount, whatever defines a receipt-worthy transaction for your org.
- STEP 02
Let Receiptly find and group everything
Receiptly scans your Salesforce data, pulls every transaction matching your criteria, and automatically groups them by donor, member, or client. What used to be a manual export-and-pivot job now happens instantly, every time.
- STEP 03
Format it your way
Every receipt comes with a fully customizable transaction table — your columns, your branding, your layout. This isn't a locked tax form. It's your document, built to match how your organization actually communicates.
- STEP 04
Send in bulk, right from Salesforce
Write a simple subject and body, or design a full custom HTML email. Attach the generated PDF automatically. Send to every matched contact or account in one batch — no exporting, no mail merge software, no copy-pasting names.
Features
Everything you need to turn Salesforce data into a document.
No-code rule builder
Filter on any field on your target object. No Apex, no flows to maintain.
Smart auto-grouping
Transactions are automatically grouped by Account or Contact — the way your recipients actually think about their history.
Fully customizable templates
Control the table, the columns, the branding, the layout. Nothing is locked to a single format.
Bulk send, built in
Send personalized emails with attached PDFs to hundreds of recipients in one action.
HTML or simple mode
Design a full HTML email, or just type a subject and body when you don't need the extra polish.
Native to Salesforce
Runs inside your org. Your data never leaves Salesforce to get formatted somewhere else.
Use cases
One tool, however you need to summarize a relationship.
- Year-end giving statements
- Mid-year or custom date-range giving summaries
- Membership and dues statements
- Pledge and recurring gift summaries
- Event registration or purchase receipts
- Program fee and tuition statements
- Any transaction history a contact or account needs to see, formatted your way
Salesforce-native
Built inside Salesforce, not bolted onto it.
Receiptly installs directly into your org from the AppExchange and works with the data you already have in NPSP. No middleware, no third-party exports, no syncing data to another platform just to generate a document. Your transactions, your filters, your templates — all in one place.
Built for Salesforce NPSP. Not compatible with Nonprofit Cloud (NPC).
Pricing
Simple, per-user pricing.
$32
/ user / month
Built for NPSP orgs of any size — from small nonprofits sending a few dozen statements a year to larger teams processing thousands.
- Native managed package for Salesforce NPSP
- No-code rule builder and auto-grouping
- Fully customizable templates
- Bulk email with attached PDFs
- Support from the team that built it
Early access
Receiptly launches September 2026.
Join the waitlist to get early access, lock in launch pricing, and help shape the templates and filters that ship on day one.