Using actions to exempt a student from a payable

Access: Payable Administrators

Actions allow you to: 

• Change Charged Amount;
• Hide payable items;
• Unhide payable items;
• Unapply a payable;
• Exempt a student from a payable;
• Retire a payable;
• Refund Payable;
• Pre-paid Enrolment;
• Save Group;

Exempt a student from a payable Information;

Removes payables that were created by applying a payable to a room, group, year or entire school. When you apply a payable to the entire school, year, group or room, there are a few exemptions who you don't want to apply the payable to.

You create an exemption by first applying a payable to the entire school, year, group or room, and then converting the payable to exemptions.  This prevents the system from re-applying the payable when it notices the rule.

For example: Apply Netball Tournament Fees to custom group Netball A Team. When the parent is supporting the team for the tournament, the school decides to waive the payable applied for that student. This is when you would use the exemption option.

 

 Payables applied individually to a student cannot be converted to Exemptions but will be unapplied.

Select Payable Status from the main Kindo Payables Home page on the shop site.

 

   or alternatively go to admin and select payable status. 

Filters

Using the Payable drop-down options: Category and/or Payable, select the particular payable(s) you wish to view.

You can also search for a Payable Category and/or Payable by just clicking and typing in the boxes.
Or you can leave on the default Any.

 

   

If All is checked, payables that have been moved to Kindo Payables Historic will also be shown. 

Using the Student drop-down options: Room, Year and/or Enrolment status, select which payable applied group you wish to view.

You can also search for a Room, Year and/or Enrolment status by just clicking and typing in the boxes.
Or you can leave on the default Any.

Enrolment status is a function available for some SMS.

Show advanced filters allows you to view students in groups.

You can also Include Hidden and Include Exempt payables. 

You can add visible columns by selecting Columns and selecting additional columns under Column Visibility; Room, Applied, Requested, Rule or Comments.

There are additional filter options for each column. Click on the column heading and an arrow will appear.

You can view the information in the column in alphabetically/numerical order - ascending or descending.
This filter can be applied to any of the visible columns.

If you see an ‘UNKNOWN’ or '-' in the Room column for a student, it often means the student is a pre-enrol, or the student has left the school. 

It can also mean that you have not allocated a room number. Please let our Helpdesk know and they will work with you to correct it.

Using these options allows you to narrow down the list of payables further.

You can also search by just clicking and typing in the boxes.

 If you want to see all outstanding payables, leave all boxes with Any selected.

Select Action: Exempt

Select which options you would like to view on your screen - No payments, Part payment and/or Paid. It will default to No payments and Part payments. 

Exempt can only be applied if no payment has been made.

Exempt, if a caregiver has paid or part-paid, they will need a refund. Please contact helpdesk (helpdesk@kindo.co.nz) to action a partial refund. Or you can issue a full refund, please visit: Using actions to refund a payable.

All payables for your selected criteria will appear on the screen to view.

To select all, select the top box and all payables will be selected. 

Use the dropdown menu to Select action: Exempt

Click on and 1 more to see other records selected. This will only appear depending on the number of how many records you have selected. 

Fill in the compulsory Comment field. This comment will appear on Payable Status when the comment column is selected.

      

Click Confirm.       

A pop-up box will appear confirming the payable(s) has been successfully Exempted. 

For more information about Payable Status Actions, please visit our Knowledge Base: Payable Status.

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