Setting up a new Customer Account Type

What is a Customer Account Type?

Arbor helps you manage payments received for Clubs, Trips, and Meals by automatically creating a separate account type for each. 

Parents can also make card payments through the Parent Portal in a similar way. Take a look at our articles about how parents can make a payment for Meals, make a payment for clubs or make a payment for trips.

You can add more ways to pay for things by setting up additional Customer Account Types. This will be a prepayment account, meaning that you can top up a balance on this account - similar to Meals.

Please note you can only set up additional Customer Account Types that accept card payments by setting up Payments in Arbor. Read our Card Payments guide for more information.

 

Adding a new Customer Account Type without setting up card payments

The example below shows how to set up a Customer Account Type for Tuck Shop. 

Go to School > Payments > Setup > Customer Account Types.

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Click +Add to add a new Customer Account Type and fill in the required information. In the example below, my tuck shop is available for staff and students to use, so I would tick both boxes. I also want the account type to display on the Parent Portal, so I tick that box. See the section below for more information.

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Click the Add customer account type button.

You can then top up these accounts in bulk by going to School > Payments > Accounts or top up an individual student or staff account by going to the Payments section of their profile.

Please note because card payments have not been set up in Arbor in this example, payments can only be logged here that they have been made in cash, or cheque on the individuals profile.

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Adding a new Customer Account Type for use with card payments

The example below shows how to set up a Customer Account Type for my Tuck Shop which I am naming Candy shop. 

Go to School > Payments > Setup > Customer Account Types.

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Click Add to add a new Customer Account Type and fill in the required information. In the example below, my candy shop is available for staff and students to use, so I would tick both boxes.

Check Accept card payments. This will enable card payments for all Customer Accounts with this type, so card payments can be used to top up all Candy shop accounts.

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Select a bank account for payouts. These bank account details will be used when performing payouts of card payments for all Customer Accounts of this type.

Click Add Customer Account Type. The account will now be available to top up.

Until the account is verified, you will not be able to make card payments for this account type. 

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Click the account to see who can verify the account.

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The chosen bank account for payouts requires verification from another staff member that has the Finance: Administer permission. Arbor does not send any kind of notifications to inform staff that they need to verify a Customer Account Type, so we recommend you contact them directly.

 

Verifying the Customer Account Type

Go to School > Payments > Setup > Customer Account Types. Here you can see all Customer Account Types that have unverified bank accounts for payouts.

Click on the chosen customer account type that needs verification and check the bank account for payouts provided. It will not be possible to change or delete a bank account for payouts after it is verified, so check carefully that the information is correct. You can click the Edit button if you need to change anything.

Click Mark as verified to confirm the verification.

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The account types will now be verified.

You can then top up these accounts in bulk by going to School > Payments > Accounts or top up an individual student or staff account by going to the Payments > Account Type > Top ups section of their profile.

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Toggling which Customer Account Types appear on the Parent Portal

You can choose whether to display each Customer Account Type set up on the parent portal - useful if some accounts are for school use only.

Please note: N/A will show for club and trip customer account types as these cannot be set to show in the parent portal under the accounts section.

On the School > Payments > Setup > Customer Account Types page, click the Customer Account Type you would like to display or not display.

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Click the orange Edit button in the slide over.

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Untick the box next to the words 'Show in parent portal', then click the green Save Changes button.

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You can also complete this action from the Students > Parents & Guardians > Parent Portal Settings page. Click here to find out how.

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