Bulk Payment Actions

when you have many payment records to update or create at once, use bulk actions instead of editing them one by one 📤 bulk generate payments bulk generate creates recurring invoices for multiple students at once — ideal for generating monthly or annual fees for an entire class or location at the start of a billing period go to club → payments → bulk generate select the payment type (monthly or annual) optionally filter by location and/or class select the billing period (month or specific quarter) click preview to see what will be created — per student, showing created / skipped (already exists) / failed status click generate to create all invoices at once payments that already exist for the selected period are automatically skipped — no duplicates are created ✏️ add payment (single or bulk) the add payment dialog supports creating payments for one or multiple students at once single payment field notes student search by name payment type select from your configured payment types amount pre filled from the student's enrolled fee or payment type default — edit as needed discount (rm) optional — deducted from the amount; enter a reason when applying billing period month and year this payment covers (see below) due date when payment is due description optional note shown on the invoice — auto filled from the description builder when a package is selected if the student has a fee override set on their enrolment, the amount field is pre filled with that override instead of the class default custom billing period (one off invoices) for one off payment types (material fee, registration fee, custom charges), the billing period field is now flexible toggle set billing period on or off off — no billing period is stored the invoice falls back to its invoice date for grouping in monthly reports on — choose either single month — pick a month + year (e g "may 2026") spans multiple months — pick a start month/year + end month/year (e g "june 2026 → august 2026" for a quarterly material fee or semester levy) recurring fees (monthly tuition, etc ) always use a single billing period; the spans multiple option is for one offs that genuinely cover a longer window when you edit an existing payment with a clean full month range, the dialog auto detects this and pre seeds the toggle and pickers the invoice number is shown before saving so you can confirm the next number in the sequence line items & multi item invoices the add payment form uses a line items editor — you can add multiple line items to a single invoice, each with its own payment type, amount, and description click + add line item to add another row each row supports payment type — any configured type (fee, package, custom) amount — auto filled from the payment type default; editable description — auto filled from the line item context; editable description builder for packages when you select a package payment type on a line item, the description is auto generated with the package description (from the package's settings) the tier label (if the package uses tiered pricing — e g "beginner", "advanced") sessions count (e g "sessions 10") validity period (e g "validity 3 months") term / period dates (e g "term/period 14 apr 2026 – 13 jul 2026") the generated description appears as multi line text in the invoice and on the generated pdf you can still edit it manually before saving bulk payment switch to the bulk tab to create the same payment for multiple students at once select a location and optionally a specific class to filter students students are listed — check the ones to include (or use select all ) set the shared amount , optional discount , billing period , and due date click create payments — payments are created one by one with a progress indicator each student gets their own individual invoice the bulk tab is for creating the same payment details across a group — not one shared invoice ✅ bulk mark as paid mark multiple existing payments as paid in one action useful when you've received cash payments from several students at once you've confirmed a batch of bank transfers offline you want to clear all overdue records for a specific month go to club → payments use the checkboxes on the left of each row to select payments click mark as paid in the bulk toolbar confirm note all selected payments are marked as paid with the current timestamp no individual receipts are sent for bulk marks — use this for internal record keeping 🗑️ bulk delete permanently delete multiple payment records at once use this to clean up incorrectly generated payments or duplicates select the payment rows to delete click delete in the bulk toolbar confirm — this action cannot be undone important deleted payments cannot be recovered only delete records you are certain are incorrect 🔍 filtering before bulk actions always filter first to avoid accidentally selecting the wrong records filter use case by location / class mark all students in one class or branch as paid by billing period clear all payments for a specific month by status (overdue) review and clean up overdue records by student manage all payments for one student by week filter per session payments by a specific week enrollment fees view only one time enrollment invoices the location/class filter uses expandable pills — click a location to expand its classes, then click a specific class to narrow further 📊 exporting payments from the payments page you can also export the current filtered list as a csv for offline record keeping or reconciliation click export above the payments table