Batch Entry - FAQ

1. How do I set up my bar code reader to work with Batch Entry

Barcode entry is an alternative for a keyboard. Instead of typing something, you can simply scan it.

There is no setup from Payment2Us or Salesforce side of things.

With the barcode scanner they have purchased, that may have some software with it that needs to be installed. The scanner would have had some setup notes. We’d recommend they change the scanner to automatically add a tab at the end of the scan (vs. say a return). This way, the text will be scanned and then the field would be tabbed off.

More advice on setting up your own individual barcode reader is outside of the scope of Payments2Us support - please contact your barcode scanner vendor for more assistance.

There are some tips in procedure - Adding Batch Line items.

2. Can I change Membership No. to Support No. on Batch Entry Line entry?

Update the "Membership Id Label" on the Payment Form select on the Batch Entry Header.