Add bulk action to edit payment status for multiple completed appointments#4814

Context :

We use Amelia to manage appointments and services.
Currently, the payment status must be updated manually for each appointment, which becomes very time-consuming when multiple services need to be updated at once (for example after receiving a grouped payment or processing invoices).

We would like the ability to quickly update the payment status of multiple appointments simultaneously.

Requirement :

Add a feature that allows users to:

Select multiple appointments / services
Change their payment status in a single action
Apply the update to all selected items at once

Typical Use Case :

Example:

15 appointments completed
Payment received via bank transfer or invoice
Need to change all payment statuses to:

“Paid”

Current workflow:
→ 15 manual updates

Desired workflow:
→ 1 bulk action

Expected Functionality :

In the appointments / bookings list:

Add a checkbox for each row
Add a bulk action option:

Bulk Action
→ Change payment status

Available status options:

Paid
Pending
Partially Paid
Cancelled
Refunded