It is possible to update several different Payment Records (PMRs) at once using the bulk processing tool. To use this tool:
1. Select Learners > Payments from the side menu to access the learner payment list.
2. If necessary, use the filtering options above the list to find the necessary PMRs.
3. Once all the PMRs you want to process are visible in the list, use the tickboxes to select all relevant PMRs. You can use the tickbox at the top of the list to select or deselect all visible records.
4. Select Update All to open the bulk processing window.
5. To update a field, you will need to first tick the associated tickbox and then enter the new value. The following fields are available to update:
Status – If this field is ticked, a new field will appear where you can upload a supporting document, either by dragging and dropping it into the field or selecting the field to browse for the file. You will only be able to update the status if all selected PMRs had the same initial status.
Paid Date
Reference code
PO Number
Invoice Number
Add Note
6. Once you have made your changes, select Save to apply them. You will be prompted to refresh the list to view the PMRs with their new values. Select Yes to refresh.
For more information, take a look at the full help page for Processing Learner Payments.
Keywords: Payment Records, Tracking Payments, Learner Installments, Apprenticeship Costs