If you are trying to update the Status, Reference, PO Number or Invoice Number, you can do this for multiple records at the same time using the Payment Processing Tools.
Selecting ... > Edit by a payment in the Learner Payment List will open a window where you can edit the following details. Once you have made your changes, select Save to keep them or Cancel to discard them.
- Payment Code – The Payment Code indicates the type of payment according to ILR Specifications.
- Payment Item – The Payment Item is a user-defined value used to internally categorise payments. Payment Items are maintained by your database administrators in List and Type Configuration.
- Description
- Expected Date – Selecting this field will open a calendar date selector.
- Expected Amount
- Actual Date – Selecting this field will open a calendar date selector.
- Actual Amount
- Employer – A search bar is available at the top of the drop-down list to help you locate the organisation.
- Reference code
- PO Number
- Invoice Number
- Notes
- Status
