--- title: CORE | Bulk Edit Future Transactions description: bulk edit --- [Skip to content](https://support.hapana.com/kb/article/781#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) # CORE | Bulk Edit Future Transactions ## Overview This article explains how to use the **Bulk Edit Future Transactions** tool in CORE. This tool allows you to either cancel or modify scheduled payments in bulk for a group of clients — often used when studios are closed for renovations, public holidays, or needing to adjust payment timing or amounts. 🎥 **Watch the walkthrough:** [Click here to watch on Loom](https://www.loom.com/share/7bcdd91872ea4aa3aeceea5c532f22af) Or preview it below:     ## Prerequisites - Admin access to CORE - Understanding of your billing cycles (weekly, fortnightly, etc.) - List of dates and client groups to apply changes to --- ## Step-by-step instructions --- ### Step 1: Access the bulk edit tool 1. Go to **Payments** \> **Retail Dashboard**. 2. Click **Bulk Edit Future Transactions**.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444730424_f1fd4c9b_image-20250606143442-9-1.png?width=2048&height=769&name=1759444730424_f1fd4c9b_image-20250606143442-9-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444732823_0eb2190c_image-20250606143453-10-1.png?width=2048&height=769&name=1759444732823_0eb2190c_image-20250606143453-10-1.png)   --- ### Step 2: Set your date range and filters 1. Select the **From Date** (e.g. 10th). 2. Select the **To Date** (e.g. 24th). 3. Choose what to filter: - **All Packs and Memberships** (default) - Or by **specific Group** (optional) > Tip: This range determines which scheduled transactions will be modified.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444734562_ee733c5c_image-20250606143510-11-1.png?width=2048&height=769&name=1759444734562_ee733c5c_image-20250606143510-11-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444736480_7652abb6_image-20250606143523-12-1.png?width=2048&height=769&name=1759444736480_7652abb6_image-20250606143523-12-1.png)     --- ### Step 3: View and select transactions 1. Click **View Details**. 2. Select **All Records** (important: some may not be selected by default). 3. Scroll to the bottom of the list to confirm all relevant records are selected. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444738209_d1db77dd_image-20250606143535-13-1.png?width=2048&height=769&name=1759444738209_d1db77dd_image-20250606143535-13-1.png) --- ### Step 4: Choose your action You have two options: ### Option 1: Cancel future payments - Click **Cancel Transactions**. - All payments between the selected dates will be voided. - Clients will resume billing **from the end date** (e.g. from the 24th onward     ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444739783_8cd39231_image-20250606143551-14-1.png?width=2048&height=769&name=1759444739783_8cd39231_image-20250606143551-14-1.png) ### Option 2: Edit payment amounts - Click **Edit Amount**. - Enter the new value (e.g. $5 for partial payments). - This replaces the original amount for all selected transactions. > Tip: If you’re adjusting weekly vs. fortnightly billing, do each billing type separately to avoid overlapping payment schedules.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444741301_d8dfdc7e_image-20250606143607-15-1.png?width=2048&height=769&name=1759444741301_d8dfdc7e_image-20250606143607-15-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444742868_dd41a36a_image-20250606143618-16-1.png?width=2048&height=769&name=1759444742868_dd41a36a_image-20250606143618-16-1.png)   --- ## Expected outcome Clients will have their future payments either cancelled or modified for the selected date range. You can download a CSV for your records if needed. --- ## FAQs **Q: Will clients be notified of these changes?** A: No automatic notifications are sent — communicate with clients directly if needed. **Q: Can I reverse a cancellation?** A: No — once cancelled, the transactions are removed. You’d need to recreate them manually. **Q: Can I download a list of the affected clients?** A: Yes — there’s an option to **Download CSV** before confirming changes. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana