In PICSWeb List and Type Configuration, you can set up the different Payment Items used to categorise Learner Payment Records.

Selecting Lists and Types > Payments > Payment Items from the side menu will open a page showing any items that have already been set up. For each item, the following details are shown:

• Code

• Description

• Status – This indicates whether the item is Live or Dormant.

Open

Filtering the List

The option to search by Code and Description and filter by Status and Number of Records shown are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Creating a New Payment Item

Selecting Create will open a window where you can enter the Code and Description for the new item.

Open

Once you have finished, select Save to add the new item or Cancel to discard it. 

Payment Item Actions

The following actions are also available from the items tab:

• Edit – Selecting ... > Edit by an item in the list will open a window where you can edit the Description and Status. Once you have made any changes, select Save to confirm them.

• Delete – Selecting ... > Delete by an item in the list will delete it. This should only be done for items entered in error. For an item that has been used, you should instead set the status to Dormant. You will be asked to confirm before you delete the record.