Refunding multiple items
Where large events are cancelled, refunding in bulk is a more efficient option. If you have only one family to refund, please refer to How to refund an order.
Items paid through Kindo by your families can be refunded back to their myKindo account balances. From there, families may withdraw the funds (on my account page) or leave their balance for future spending.
Download a CSV file from the Order status page, that includes all students' payments that require a refund. If you have multiple items, you will need to repeat this process to create a separate CSV for each item.
Select date range the item was available for purchase.
Select Order status - Pending, Processing, Completed.
Select View orders.
Use the Filters to help you find the item(s) you need to refund.
Use the 'tick boxes' on the left to select or remove students.
Click to generate the CSV file.
Save the CSV with the filename referring to the school and item. If you have additional items to refund, repeat steps 1-4 above.
Each item needs a separate file.
Attach these CSV or CSV's to an email to helpdesk@kindo.co.nz.
Specify in the email "refund in full" or "partial refund" (specify the partial amount e.g. refund $10 for each student).
The
Kindo team will process your CSV bulk refunds and let you know once that is complete, at which time you can let your families know
that they can optionally withdraw their funds.
Our
finance team will invoice you for the amount refunded to your families.
This may be offset against your next payment, or if it's a large
amount, you will be asked to pay it directly.
If the refund is a partial refund, and each child requires a different amount to be refunded you will need to create a column at the end of the spreadsheet and enter the amount against each row.
For more assistance, please contact the helpdesk directly.
Related Articles
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 ...How to refund an order from Connect Page
Access: Manager rights Managers have special rights on the live shop site, which allows them to access the Connect page, where they can refund a Kindo Shop order. If you don't currently have access to our Connect page, and would like this ...Enable and Disable Items
Access: Service Administrator Enable and Disable Items You can select particular items to be hidden and visible within a service. On the partner site, select service manager. Select a service to view items available. Remember you can set dates for ...Donation receipts for Payable Items
Access: Payables Administrator When families make a donation, they should receive an IRD approved receipt so they can claim back 33% of their payment. It is important to set this receipt up so that it can be sent electronically at the time of ...Changing the order of your items
Access: Menu Administrators You can change the order of the items in a category at any time. You may decide to order them from most popular to least popular, highest cost to lowest cost or in alphabetical order. 1. On the partner site select item ...