Creating a New Payable

Creating a New Payable

When creating a new payable in Kindo, you'll need to complete several important sections to ensure proper setup. This guide walks you through each section.

General

  1. Payable Name (Required):

    • The system will automatically combine the "Year" and "Label" to form the payable name that is displayed to caregivers
    • For example: Year "2024" + Label "Swimming Trip" = "2024 Swimming Trip"
    • A preview of the name is displayed under the textbox

  2. Payable Category:

    • The dropdown menu will allow you to choose an existing category or you can start typing to create a new category
    • Categories are used for organizing your Payables and determining which staff members can view them

  3. Description:

    • Use this field to provide more information about the payable
    • The text editor offers several formatting options, including bullet points, numbered lists, bold and italic text, and hyperlinks.


Accounting

  1. GL Code (Required):

    • Enter your General Ledger code (e.g., SPO124, DON001)
    • Only visible in reports, not to caregivers

  2. Additional Detail:

    • This can include notes about the Payable's purpose or any specific instructions relevant to financial tracking.
    • For example: "Term 1 Netball registrations - GST included."
    • Only visible in reports, not to caregivers

Tax & Price

  1. Total price (Required):

    • Enter the total price for the Payable item
    • This is the amount caregivers will be charged

  2. Tax:

    • This field allows you to choose how GST is applied to the item
    • Choose Includes GST (15%) for most Payable items such as sports fees, uniforms and stationery etc.
    • Choose Tax exempt when creating items such as donations and other non-taxable items



Receipts

  1. Include Donation Receipt:

    • Checkbox option for donation receipts
    • When checked, caregivers automatically receive donation receipt with payment confirmation email
    • No need to issue receipts manually

  2. Receipt Note:

    • Add a note that will appear on the caregiver's receipt
    • For example "Thank you for your donation to our school"


Caregiver Payment

  1. Payment is Voluntary (Coming soon):

    • Optional checkbox for voluntary payments
    • We'll provide more details on this closer to launch
    • You can check this now to prepare for the upcoming features

  2. Part Pay Allowed:


Application Limit

  1. Application Limit is a feature that controls how many times a Payable item can be applied to a student.
  2. For more details, see our article on Application Limit


Questions

  1. You can add questions to Kindo Payable items to create customized online forms for collecting important information.
  2. For more details, see our article on Adding Questions


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