Using actions to change charged amount

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;

Change Charged Amount Information;

This can be used for payables whether there has been a payment or not.

The charged amount must be equal to/more than what has been paid.  If you require assistance please contact the helpdesk.

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 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 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.

Changing the charged amount for a payable can be used whether there has been a payment made or not. 

If the payment has been made in full, a partial refund will need to be made before Changing Charged Amount. Please contact our helpdesk@kindo.co.nz and a partial refund will be processed. 

Select Action: Change Charged Amount

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: Change Charge Amount

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 Payable Status when the comment column is selected.

Fill in the new Charged Amount.

      

Click Confirm.       

A pop-up box will appear confirming the payable(s) Charged Amount has been changed. 

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

You can now refund payables. For more information, please visit: Using actions to refund a payable. 
Helpdesk are still required to do partial refunds.  Please contact them if you have any queries at all.

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