Receipting other payment methods

Access: Payable Administrators

The Point of Sale (POS) page allows schools to record payments received directly from caregivers, such as cash, EFTPOS, bank transfer, or credit card.

Payments are receipted against outstanding payable items for a student.

Before receipting a payment, ensure a payer is available and selected for the student on the POS page.

For more information about payer types, see POS (Point of Sale) page overview and guide.

Receipting a payment

Select Point of Sale from the Admin Home page.
In the Search for a student field, begin typing the student's name and select the correct student.
Under Payer, select the person making the payment.

4. In the Payment section, select the item being paid.

The Amount to pay field will activate.

If part payments are allowed, you can adjust the amount.

5. Select the Payment type

6. Enter the Date funds received this should match the date the transaction occurred.

7. Add any Notes if required. (These are for internal use only and will appear under remarks on the POS history and POS reconciliation report).

8. Select Confirm payment.

The payment will now be recorded against the selected payable.

Reporting reminder:

Kindo reporting runs from midnight Thursday to midnight Thursday.

For accurate weekly reporting, ensure all manual payments are receipted before Thursday midnight.

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