Using actions to Unapply a payable

Using actions to Unapply 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 Unapply

  1. You can remove payables applied in error.
  2. No record of these payables will be kept (so there is no corresponding Comment field as there is for other Actions).
Alert
Please note this action cannot be used if payments have been made. A refund will need to be actioned prior to unapplying if done in error.
For more information about refunds, please visit: Using actions to refund a payable.

Idea
EXAMPLES OF USE:
Whenever a payable has been applied in error.
The incorrect student was chosen when applying the payable e.g. Charlie Brown NOT Charles Brown.
The incorrect sports team was selected when applying the payable e.g. Netball Senior A instead of Netball Senior B.

Select Action: Unapply


Select - No 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: Unapply:


This will Unapply the payable without adding exemptions. It removes the payable item from selected accounts.




Click Confirm
A pop-up box will appear confirming the payable(s) has been successfully unapplied. This is intended for correcting cases where the payable was applied in error and will remove any record of the payable.

If the error occurred when you have applied payables to a Group, Year or Entire School the resulting Payable Rule can also be removed by using Disable Rule on the Payable Maintenance page.

Info
When no payments have been made, the bin icon on the POS page can also be used to:
  1. Unapply a payable (when it was applied directly to the individual student), or
  2. Exempt a payable (when it was applied to a room, group, year level or the entire school).

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