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:

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Prerequisites

• Admin access to CORE
• Understanding of your billing cycles (weekly, fortnightly, etc.)
• List of dates and client groups to apply changes to

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Step-by-step instructions

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Step 1: Access the bulk edit tool

1. Go to Payments > Retail Dashboard.
2. Click Bulk Edit Future Transactions.

 

 

 

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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.

 

 

 

 

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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.

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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

 

 

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.

 

 

 

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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.

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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.

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Still need help?

Reach out to our support team via [email protected]