Kindo Payables for Sports Coordinators

Kindo Payables for Sports Coordinators

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.

For more detailed instructions on creating Kindo shop items, please refer to our Quick guide for setting up sport registrations on our support pages.

 

Creating a Kindo payable item for your sporting code

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.

 

For more detailed instructions on creating your payable items click here for our support pages.



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 

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.

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 OK.

7.      Check the correct category name is listed and select Save.




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 item 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.


Using the Payable Status

You can do a number of actions on the Payable Status page:

·  

  1. Send an email reminder for outstanding payment. Click here for sending email reminders
  2. 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
  3. 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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