Payment Requests (emailing reminders) for outstanding payments

Access: Payable Administrators

Payment Requests for outstanding payments Information;

Caregivers can be sent an email reminder for any outstanding payables. The personalised email will list all outstanding payables for caregiver.

The email will contain a link, so caregivers can easily make their payment. The whole process making it easy for caregivers to make payments, which means outstanding payments come in quicker to you.

Select Payable Status from the main Kindo Payables Admin 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 the particular 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. 

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

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 which options you would like to view on your screen - No payments and/or Part payments. You can select one or both these options.  

Generally, if sending reminder emails, you would only select the No payments and Part payments option.

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

Payment Requests

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

To make individual selections click on the tick box next to the families you wish to send email reminders to.

Click on the Send Payment Request to bring up the email options box.

You can edit the email's subject line, salutation, and main message text if needed.

Editing the subject, salutation, and content of the email is optional. The Student's first name and your school name will be automatically filled into the Compose Email.

The default message will read: The following are available for payment through myKindo:

You can add additional text into this Message by clicking in the Message box.

Select Send or 

Select Preview to view the emails prior to sending them to your caregivers. 

All outstanding payments will be listed for each caregiver in a numbered list after this text. 

Each email will contain a link to the individual’s family account, so they can easily click on the link from their email to make their payment.

The link sent to caregivers in an email will expire within 1-2 weeks depending on whether they already have an account or are needing to set-up an account.

Using the scroll bar, you can scroll down to see the bottom of the email. 

Your school logo will appear on these, and you can view which logo is currently loaded in Kindo via the preview option.  If you would like to update this, please contact the Helpdesk.

If you select Edit, it will take you back Compose Email.

​

If you have multiple emails, you can select which recipient you would like to preview.

  

Select Send to send the email to each caregiver on the list.

If an error message occurs, please contact our Helpdesk.  This is usually because there is an incorrect email format for one of your caregivers in your SMS. Our Helpdesk will be able to identify incorrect email formats, so that you can correct in your SMS.

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