Access: Payable Administrators
You
can manage your Sport payments easily with a combination of taking
registrations and/or deposits through Kindo shop and then the reminder
of the payment as a Kindo Payable item.
This is
great for when costs are based on the size of the team, if the final
cost is yet unknown, or if the cost is high and you want parents to have
the option of paying the sports fees off.
Sports registrations and/or deposits can be set up as
a Kindo shop item. Everyone will be able
to see the different sporting codes and sign up for the ones that they want to
play.
Once registrations are closed, you can call up a
report from the order status page to see who has registered.
We can then use the student ID’s from the report to
create a Kindo group on payables and apply the payment to all those in
the group. Your groups might be team specific, or they could just
be sport specific, depending on your charges and how you apply them. For most Student Management Systems, you will also be able to use an SMS group.
Using the partner site, your will need to create a
category and the individual items for your sporting codes, using the item
editor page.
This can be separated out
based on sporting code, sporting code and year level, depending on how you want
to take your enrolments.
You will also need to create the service icon on the service
manager page, that your categories and items will sit under.
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With your sports items you can either just collect
registrations, so your sports item will have a $0.00 amount, and families are
simply answering questions, or you could have a deposit amount or 'commitment fee' (some schools
make this non-refundable) and the registration questions.
- Select Create payable in the top right corner.
- When creating a new payable you can create a "Sports" Payable Category. This will enable you
to group all the different sporting codes into one category, so that you can
easily view sports payments only on the Payable Status page.
When you do this for all your sports listings, it
means you can just search the Payable Status page, for everything that sits
under this category.Select your category from the dropdown list. In this example we have selected the Sports category.
The Payable dropdown box will then only display items
under that category. So, if you select
‘Any’ all the sports items will show, or you can choose one particular item.
Creating a Group
The
easiest way to create a sports group in Payables, when using Kindo Shop
for
registration and/or deposit, is to create a Kindo Group.
You can then
apply the cost of
the sport to the students in that group. You could create a sports group
for an event (e.g. Cross Country Championship, Table Tennis Tournament)
or you can create groups for each team (e.g. Netball Team A, Rugby 1st
X1).
For more information about creating Kindo Groups, please visit our Knowledge Base Article - Creating A Kindo Group.
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Some
Schools SMS systems will automatically feed through to Kindo. If you
have created groups in your SMS, these SMS
groups and classes will automatically feed through to Kindo regularly.
You can then simply apply the payable to these SMS groups. For more
information about SMS Groups, please visit our Knowledge Base Article -
Applying a Payable to an SMS Group.
You can do a number of actions on the Payable Status
page:
- Send an email reminder for outstanding payment. Click here for sending email reminders
- View and export Paid / Part Paid / Unpaid or any combination
of these into a CSV file. Click here for exporting information of Paid / Part Paid and/or Unpaid
- Change the Charged amount for any student that joins a team
part way through the season. Click here for notes on Changing charged amount
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