Using actions for Pre-Paid Enrolment

Using actions for Pre-Paid Enrolment

Access: Payable Administrators

Actions allow you to: 

  1. Change Charged Amount;
  2. Hide payable items;
  3. Unhide payable items;
  4. Unapply a payable;
  5. Exempt a student from a payable;
  6. Retire a payable;
  7. Refund Payable;
  8. Pre-paid Enrolment;
  9. Save Group;

Pre-Paid Enrolment Information;

Pre-paid Enrolment will hide payable from caregivers and show up as paid on point-of-sale page and on Payable Status page.

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 just clicking and 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 also Include Hidden and Include Exempt payables. 
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 filters 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: Pre-Paid Enrolment


Select which options you would like to view on your screen - No payments, Part payment and/or Paid. It defaults 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: Pre-Paid Enrolment.





    Click on and 1 more to see other records selected. This number will vary according to how many records you have selected. 
    Fill in the compulsory Comment section.  This comment will appear on the payable status page when the comments column is selected.
      

     

   Click Confirm.       
    A pop-up box will appear confirming the payable(s) has been successfully marked as Paid. 

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

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