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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.
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As well as Editing Payments to amend certain details, a separate function to process payments through the necessary statuses is available from the following locations in PICSWeb:
- The Learner Payment List
- The Payment Records tab in a Learner ILR Summary.
- The Payment Records tab in an Organisation Summary.
Payments can be processed either individually or in bulk.
Processing Individual Payments
To process a payment record individually, locate the relevant payment in one of the lists identified above and select ... > Change Status. This will open a window where you can view the relevant learner, employer and payment details. You can enter the following values in this window:
- New Status
- Supporting Document – You can attach a supporting document either by dragging and dropping it into the field or selecting the field to browse for the file.
- Reference
- Purchase Order (PO) Number
- Invoice Number
Once you have entered the necessary details, select Change Status to update the payment.
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 Summaryfrom any of the locations identified above. You will only be able to update the Status of 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.
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.
A button will then appear to Update All. Select this to open the Bulk Update window.
The following fields can be updated in this window. Use the tickboxes to choose which fields you want to edit for all records, then enter the new value in the ticked fields.
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