Bulk operations
Close or pay many pledges at once with Bulk Pay and Close — explained for counter and supervisor staff.
What is this page?
Bulk operations help when many customers pay and close loans on the same day — for example after an auction list or a camp day.
The main feature in the app is Bulk Pay and Close on the customer cart flow (multiple pledges selected for one customer).
Why you use this
- Save time when one customer closes several pledges together.
- Reduce mistakes vs closing pledges one by one without checking totals.
Before you start
- Customer is correct (mobile verified).
- Each pledge is current and eligible for pay and close.
- Cash/UPI/bank totals prepared.
- Supervisor approval if your shop requires it for large amounts.
What you see
What you will see on the screen
- Customer cart / bulk section — lists pledges added for bulk pay and close.
- Bulk Pay and Close — button to start combined settlement.
- Summary totals — combined principal, interest, and charges before you confirm.
Step-by-step: Bulk Pay and Close
Open the customer
Parties → Customers → find customer → eye icon.
Add pledges to bulk flow
From customer pledge list, add the pledges you want to settle (per your screen’s add-to-cart or bulk selection).
Review each pledge
Check pledge numbers and amounts in the bulk list. Remove wrong rows.
Click Bulk Pay and Close
Start the bulk wizard. Wait — do not double-click.
Enter payment modes
Split cash/UPI/bank like a single Pay and Close. Use denomination if shown.
Confirm
Wait for success summary. Note any failed rows for retry.
Step-by-step: using Pledge Master filters before bulk day
Filter in Pledge Master
Pledge Master → Filters → status, date, area as needed.
Export snapshot (optional)
Export Excel/PDF for audit before mass processing.
Process per customer
Bulk close is usually per customer — repeat for each person on your list.
What happens after save?
- Each successful pledge moves to closed (when fully paid).
- Registers and Daily Register get entries for the payments.
- Failed pledges stay current — fix balance or blocking RP status and retry.
Tips
| Tip | Why |
|---|---|
| Smaller batches at peak hours | Less timeout risk |
| One customer at a time | Avoid mixing pledges between people |
| Print/export before bulk day | Audit trail |
If something goes wrong
| Problem | What to do |
|---|---|
| Partial failures | Note pledge IDs from error; close individually after fixing |
| Totals mismatch | Compare with Daily Register for that date |
| Button disabled | Pledge not current, RP blocking, or permission missing |
| Bulk stuck loading | Refresh; do not pay twice — check if first run succeeded |