Student Payment Tracking - Student Payment Status
Access: Kindo Payable Administrators
Student Payment Status Report
The Student Payment Status report shows individual student payment progress and status for all applied payment requests. This makes it easy to follow up on outstanding balances and track student-specific payments.
Running the report
1. Select the Reporting tab from the main Payables Admin page.
2. Choose Student Payment Tracking from the reporting menu and then select Student payment status.
3. Select the Report type that best suits your needs:
- Student item progress - lists all applied items for each student, with totals for charged, paid, and outstanding balances. Use this to track progress on individual student accounts and monitor payment plans.
- Group item progress – shows payment progress for groups applied to a single request (e.g. sports teams). Use this to check which groups are paid up and look further to identify students who are still owing. Use the arrow next to group names to expand line items.
- Student payment history – provides the full payment history for an individual student. Use this instead of the POS page to quickly see what has been charged and paid over time. Use the arrow next to Student ID to expand line items.
4. Use the available filters to refine the report. Most filters allow selection of All or a specific option:
- Payment request item
- Payment status
- Payment request category
- Year level
- Student group
- Room
- Left Students
- Search - by first name, last name or student ID
5. Select Search to run the report.
The report results will display on screen , with totals at the top and detailed line items below. Columns can be sorted by clicking on the column headings.
Each Report type displays a different set of columns:
- Student item progress: Student first name, Student last name, Year level, Room, Payment request item, Amount charged ($), Amount paid ($), Amount remaining ($), Latest payment date.
- Group item progress: Applied groups, Number of students, Payment request item, Amount paid (%), Amount charged ($), Amount paid ($), Amount outstanding ($).
- Student payment history: Student ID, Student first name, Student last name, Qty of payment request items, Amount charged ($), Amount paid ($), Amount outstanding ($), Latest payment date.
6. Use the Export button if you need to download the results. All lines in the report will export, even if they haven't been expanded.
Example uses
- Group progress - review payment progress for groups such as sports teams, use the arrow on the line item to expand results.
- Payment plans - track partially paid items and check the latest payment date to help families stay on track with arrangements.
- Student history - look up an individual student to view all applied items and payment progress without needing to use the POS page.
- Trips and events - confirm which students have outstanding balances before finalising bookings.
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