Applies to individual student payment requests only.
After processing a partial refund, update the Charged Amount to match the new total so the item shows as fully paid.
Refunded amounts will automatically be returned to the caregivers Kindo account.
Processing a partial refund
1. Start on the Payable Status page.
2. Tick paid and part payments boxes.
3. Use filters or search bar to find the specific student and payment request you want to refund.
4. Tick the checkbox next to the line you wish to refund.
5. From the Select Action menu, choose Refund.
6. In the Comment box, enter a brief reason for the refund.
7. Enter the Refund amount and select Confirm.
8. If the refund means the item is now fully paid, update the Charged Amount to reflect the new total (see next steps).
Updating the charged amount
Once the refund has been processed, if the payment request is now fully paid:
1. Reselect the line you partially refunded.
2. From the Select Action menu, choose Change Charged Amount.
3. In the Comment box, enter a brief reason for the change.
4. Adjust the Amount to reflect the new total, so the payment request shows as fully paid.
The updated amount will automatically be reflected in your reports and the student's payment history. When Paid is selected on your Payable Status page, this payment request line will now appear.
See also:
- Refunding a payable