Adding a School Managed Account
Access: Kindo Payables Administrator
School Managed accounts can be used for those families who have not yet set up their Kindo account but have an email address on your SMS.
Our recommendation is always for caregivers to create and manage their own Kindo account, even if they do not intend to pay online. This ensures they receive email reminders and electronic receipts.
School Managed Accounts should be used sparingly, and only when necessary.
When a School Managed Account is created:
- The account is created using the caregiver’s email address.
- Email notifications are diverted to the school diversion email address.
- The payment history remains attached to the caregiver’s Kindo account.
This allows the school to:
- Receipt payments through POS before the caregiver has set up their account
- Keep payment records with the correct caregiver
- Ensure donation receipts are issued correctly
- Transfer the account to the caregiver later, with the full transaction history intact
For more information about Kindo account types and when to use them, see:
Account types in Kindo
Add a School Managed Account
1. Select Point of sale (POS) from the main Kindo School Admin Home page.
2. Start typing the student’s first or last name, then select the correct student from the list.
2. Start typing the student’s first or last name, then select the correct student from the list.
3. Under Payer, select Add school managed account.
4. A pop-up window will appear showing caregivers who do not yet have a Kindo or School Managed Account. Use the Select button to choose the caregiver you want to create the School Managed Account for.
5. The School Managed account will then appear on the POS page with a graduation hat icon. You may need to refresh the page to see it.
NOTE: Accounts that are managed by the caregivers will also appear on the POS page, but with a Kindo (K) icon .
For School Managed Accounts, all email notifications are sent to the school diversion email address. The payment history remains linked to the caregiver’s email address and will transfer to them if they create their own Kindo account.
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