You can update one or more payments from the /wiki/spaces/PEL/pages/867139804 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.

Payments can also be updated in bulk for individual learners in the Payment Records tab in their ILR Summary.

You will only be able to update the Status of a payment 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.

Bulk Updating Payments

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.

• 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 payments had the same initial status.

• Paid Date – Selecting this field will open a calendar date selector.

• Reference code
• PO Number
• Invoice Number
• Add Note

Once you have made your changes, select Save to apply them or Cancel to discard them. After saving, you will be prompted to refresh the list to reflect the new values. Select Yes to refresh.