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    Batch Entry Using Customer Codes

    Easier Batch processing using existing customer code.

     

    Previously: 

    When entering batch processing transaction, you would have to enter the credit details for each donor again to process the batch transactions. 

     

    Now: 

    • A new lookup field for customer code has been added. 
    • This means you can easily search a donor by their name and then choose the customer code that already exists for them with the payment information, hence not having to re-enter the credit details into the system.

    Graphical user interface, application Description automatically generated


    How to Setup:      

    Required - De-select/uncheck required setting for the 'Method of Payment' field in the iATS Batch Entry applicable page layouts 


    Steps to make the required change:

    1. In the object Manager, search and select iATS Batch Entry.
    2. Under iATS Batch Entry, click on page layouts and then click on ‘Batch Processing Entry Layout’.
    3. Scroll down to the ‘Payment details’ section and uncheck the ‘required’ checkbox next to the Method of Payment field. 
    4. Save the page setting.

     

    Suggested – Other aesthetic changes to make to the Batch Entry page layout for ease of use.
     
    Note: These changes will be made on the same page where you edited the ‘Method of Payment’ field. 
     
    1. Re-position 'iATS Customer Code' field to right above 'Method of Payment' field.
    2. Adjust 'Credit Card Payment Details' section text to 'Credit Card Payment Details (Do not complete if Customer Code is provided)'. 
    3. Adjust 'ACH/Direct Debit Payment Details' to 'ACH/Direct Debit Payment Details (Do not complete if Customer Code is provided)'.

     
    Do you need assistance with your account? As part of the iATS family, you have a team to help.
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