Payment Statuses can be changed on both an individual record and in batch. This article covers how to do each.
Changing Payment Status on an Individual Record
One way to change a Payment Status is to approve a Request.
When a payment is created on a request in the Planning or Pending disposition, it is entered as a Projected payment. The request must be approved to change the payment status.
When approving a request, you will be prompted to change the Payment Status to either “Scheduled” or “Contingent.”
Once the Request is approved, the option to mark the Payment as Paid will become available.
Changing Payment Status in Batch
Payment status can also be changed through Batch Editing in a Super Search. The same rule applies here, though - Requests in the Planning or Pending disposition must be approved before modifying the Payment Status.
Create a Payment Level Super Search and select your criteria.
Once you have your results, select the records you’d like to edit and click the Batch Edit button at the top right of the screen.
Click the down arrow and select the Batch Edit option to ‘Update Payment Status’
Then select the status to which you’d like to change your selected records and click update.
