Using actions to refund a payable

Access: Payable Administrators      

Actions allow you to: 

• Change Charged Amount;
• Hide payable items;
  
• Unhide payable items;
  
• Unapply a payable;
• Exempt a student from a payable;
  
• Retire a payable;
  
• Refund Payable;
  
• Pre-paid Enrolment;
• Save Group;
  

Refund Payable Information;

You can refund all payments made towards a payable for an individual;

You can bulk refund payments for selected student or selected payable;

Refunded amounts will be automatically returned to the Caregiver's myKindo account;

Comments show why this refund has occurred for your records and will show on the customer page and on your account reporting.

Helpdesk are still required to do partial refunds.  Please contact them if you have any queries at all.

Refund all payments made against selected student payables and return funds to Kindo account.

Select Payable Status from the main Kindo Payables Home 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 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 which 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 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 Action: Refund

Select which options you would like to view on your screen - No payments, Part payment and/or Paid.  It will default to No payments and Part payments. 
All payables for your selected criteria will appear on the screen to view.

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

    Use the dropdown menu to Select action: Refund

     Click on and 1 more to see other records selected. This will only appear depending on the number of how many records you have selected. 
     Fill in the compulsory Comment field. This comment will appear on the customer page and on your accounts reporting.

      

      

   Click Confirm.       

    A pop-up box will appear confirming the payable(s) Refunded. 

    Once a refund has been processed, and the payable no longer applies to the student(s), you will need to Exempt the student(s). Please visit: Exempt a student from a payable.

    For more information about Payable Status Actions, please visit our Knowledge Base: Payable Status.

Kindo Helpdesk can also process a refund for a payable item, either in bulk or for individual students. 
Kindo Helpdesk are still required to do partial refunds. Please contact us for any assistance helpdesk@kindo.co.nz.

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