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.
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.
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 (some schools
make this non-refundable) and the registration questions.
Using the partner site, your will need to create the
items you wish to apply to the students.
1. Select the item editor tab.
2. Click on the Kindo Payables category name.
3. Use the add item, (or the
duplicate option from a previous sporting item) to create your payable item.
We recommend including the year in the name of the
item, and you need to ensure you have the correct general ledger code and
dollar value entered.
4. Click Save and Publish.
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.
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 every hour. 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.
Creating a ‘Sports’ category in Payables enables 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.
1.
Select the Payable Apply page.
2. Select
the Payable you want to add to a category.
3. Select Edit Payable.
4. If
you already have categories created, you can select your category from the dropdown list.
5. If
you need to create a new category that doesn’t appear in the list, you can select Add.
6. Enter
the new category name in the pop-up box and select Create.
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.
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