Using actions to Refund a payable

Using actions to Refund a payable

Access: Payable Administrators      


Select Payable Status from the main School admin home page on the shop site.

If you need help finding the relevant payable data on this page, please refer to: Payable Status - Filters and tools to refine your view.

About Refunds

  1. You can partially or fully refund all payments made towards a payable.
  2. Full refunds can be done in bulk.
  3. Partial refunds need to be processed individually. (You can only select one line at a time when completing a partial refund.)
  4. Refunded amounts will be automatically returned to the payer's Kindo account.
  5. Comments show why this refund has occurred for your records and will show on the Connect page and on your account reporting.
Alert
Helpdesk can assist with partial refunds in bulk. Please contact them if you have any queries.

Idea
EXAMPLES OF USE:
A student is injured part-way through swimming lessons or a sports season.
A trip is cancelled.
Fundraising has reduced the cost of a fully-paid event.

Select Action: Refund

Select which options you would like to view on your screen - Part payment and/or Paid. The page defaults to No payments and Part payments. 

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

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



Alert
 Reminder - Partial refunds need to be processed individually - select one line at a time.

Use the dropdown menu to Select action: Refund:



If you wish, click on and 1 more to see other records selected. (This will only appear sometimes, depending on how many records you have selected.)

Fill in the compulsory Comment field. This comment will appear on the Connect page and on your accounts reporting, and also on on Payable Status when the comment column is enabled..
      
Enter the amount you wish to refund - this can be the full or a partial amount.


Click Confirm
A notification box will appear in the top right corner of the screen confirming the payable(s) has been Refunded. 

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

For partial refunds:
If the amount is now fully paid, you’ll need to also use Change Charged Amount to reflect the new total. Please visit: Partial Refunds or Using actions to change charged amount.

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