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Mark Items as Paid

The Mark Items as Paid feature allows administrators to efficiently update the payment status of outstanding items in bulk. Its primary purpose is to streamline administrative workflows when resolving unpaid balances for specific user demographics, item types, or lists of recovered violations returned by a collection agency. This article is intended for OPS-COM administrators.

Setup and Configuration

There is no specialized system configuration required to access this tool. Processing bulk payments is a standard administrative function available to users with the appropriate financial reporting and payment management permissions enabled on their account profile.

Using this Feature

Administrators can execute bulk payment updates either by defining broad system criteria or by entering a specific list of ticket numbers.

Marking Items Paid Menuby Option

Criteria

This method is useful for clearing out legacy balances or waiving fees for specific groups up to a certain date.

  1. Hover over Payments and click Mark Items Paid.


    2. image.png



  2. Select Itemsthe target demographic you wish to Markupdate Paid

    from

    Thethe MarkUser Outstanding Items PaidType screendrop-down displays.menu You(e.g., can select different parameters such as user type, item type and time period.

    image.png

    As an example, this setting will mark all locker rentals for Full Time Staff,Staff).

    purchased
    3. before
  3. April

    Select 1st,the 2018specific item you are marking as paid.paid from the Choose Item Type drop-down menu (e.g., Locker Rentals).

  4. image.pngSelect the end date for the adjustment period using the Up To and Including date picker.



  5. Click the corresponding action button to process the bulk payment update for all items matching your selected criteria.

Bulk MarkMarking Violations Paid

InThis casesmethod whereis primarily used when outstanding violations have been sent forto collection,collections, and the adminadministrative wouldoffice getreceives a return list backof successfully retrieved payments from the collection agency as to what payment have been retrieved.agency.

The

    admin would then be able to mark these violations as paid.

  1. ToHover doover soPayments and click onMark Items Paid.

  2. Click the Bulk by Number besidebutton Violations.located next to the Violations option.

    image.png



  3. Enter the violationsspecific inviolation numbers into the tooltext tool, ensuring each ticket number is separated by a line return.

    Keep

    4. in mind that you should not include the PIN with the violation number.   

    eg. 2-001345-92   (92 is the PIN in this case)


    image.png



  4. Select Violations Paid Through Collection (or the most appropriate payment type) from the drop-down list.

  5. Click onthe Mark Listed Paid button to complete the process.process and apply the payments.

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Exclude PINs from Violation Numbers: When entering violation numbers into the bulk tool, you must not include the PIN associated with the ticket. For example, if a ticket is listed as 2-001345-92 (where 92 is the PIN), you should only enter 2-001345.

Best Practices and Considerations

  • image.pngVerify Collection Lists: Always double-check your compiled list of ticket numbers before clicking the final submission button. Processing a bulk payment applies a permanent financial status change to all entered records, and manually reversing a large batch of incorrect tickets can be a time-consuming administrative task.

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