Applying credits to caregiver myKindo accounts using the POS page
Access: Kindo Payables Administrator
For
any credits that need to be applied to users’ myKindo accounts, you can
use the Topup feature on the POS page to topup funds directly into
caregivers' myKindo accounts. This may be when first moving to Kindo, and you have credits in your current SMS system, or when caregivers have paid more into the school bank account than needed.
Select POS from the main Kindo School Admin Home page.
Search for the student by typing their name or ID.
Select the caregiver name under Payer. Ensure that there is a
icon next to their name, indicating that they have created their myKindo account for you to be able to add funds.
Select Top up in the right hand panel.
- Enter the necessary details - Amount, Payment type, Date funds received and Notes - and Confirm Top-up. Top-ups will be recorded in your POS Reconciliation and POS History reports - and will be accounted for in your accounting reports from Kindo.
Using Alternative Bank Account as the Payment type option will separate out these credits in your POS Reconciliation Report. We also recommend adding a consistent Note - e.g. "Credit transfer".
NOTE FOR XERO USERS: Record the funds in your Kindo Clearing Account as these will be matched when you reconcile your invoice.
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