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You can update one or more payments from the Payment List to transition them through the status workflow shown below. If you want to alter certain details in the payment record, you will instead need to Edit the Payments individually.


Processing Individual Payments

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Bulk Updating Payments

Payments can also be updated in bulk for individual learners in the Payment Records tab in their ILR Summary, or for individual organisations in the Payment Records tab of the Organisation Summary.

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You will only be able to update the Status of a payment if multiple payments if the selected records have the same Payment Type and Status. The status changes available for any payment will depend on the Payment Type as well as whether the payment is a Credit or Debit.

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To transition payments, first use the tickboxes in the list to select which payments you want to process. The tickbox in the header row can be used to select or deselect all payments currently displayed in the list, as per any filters you have applied.

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