This article guides schools through the process of setting up the Payments area in Arbor to facilitate card payments for Clubs, Trips, Meals, and the School Shop. It outlines the time required for each setup step, provides links to necessary resources, and explains how to manage accounts, payments, and refunds effectively.
We'll now look at getting your site ready to take card payments or go completely cashless.
How long will it take?
- Set up card payments - 30 minutes
- Add and verify your customer account types - 15 minutes (dependant on the number of accounts to set up)
- Set up Clubs, Trips or School Shop items - 20 minutes per setup
- Set up meals - 30 minutes
Setting up card payments
To enable you to take card payments via card, you need to set this up in Arbor. Top Tip: If you aren't going to be taking card payments, you can skip this section.
Set up card payments on your school site to enable taking payments via card: Setting up Card Payments in Arbor. You can use the checklist at the bottom of this article to help with this.
Getting your accounts ready
You get 3 accounts as standard in Arbor, so you won't need to set up new accounts for them:
- Clubs - This is not a top-up type account, so payments are made at the point of purchase.
- Trips - This is not a top-up type account, so payments are made at the point of purchase.
- Meals - This is a top-up type account, so payments are deducted from the balance.
You can see your accounts from School > Payments > Setup > Customer Account Types. Here you can see an example, where I still need to verify the trip account and enable card payments for these three accounts. Make sure you've done this: Verifying Customer Account Types
You can also create additional top-up type accounts where needed, such as for Wraparound Care. Follow these instructions to consider what type of account is needed - it'll go through exactly what you need to set up (whether you use card payments or not): Setting up a new payment Customer Account Type
Top Tip: You can set up Accounting Codes to separate payments for easy reconciliation.
Setting up Clubs, Trips, Meals and School Shop
First, we recommend taking a look at this best practice resource to figure out the best way of managing what you want to do in Arbor. At the bottom of this FAQ article, you will find a table with advise on how to set up your Customer Account Types depending on your specific needs.
Then follow our setup articles:
Student meals
For meals, your setup will look a bit different depending on whether you use card payments or not. The video below shows setting up meals to use with card payments. You can see links to our guidance here:
- Card payments - Setting Up Meals
- Not card payments - Set up meals without using payments or having the Payments module
Staff meals
You can also see specific guidance for managing meals for staff here: Setting up and managing staff meals
Top Tip: Once you're ready to go, you don't have to manually manage staff payments in your office. Staff can top up their own meal accounts - just share these instructions with them: How staff can top up their own meal account
Making and managing payments and sign ups
Initial balances
If you're transferring your accounts over to Arbor from a previous system (such as ParentPay), these won't migrate. You'll need to set the initial account balances:
- For Trips and Clubs, manually sign any students up that have already paid (using the payment method of cash, cheque or bank transfer alongside a note that the balance is transferred).
- For wraparound care, meals and other top-up account types, follow these instructions to set your starting account balances: Creating Initial Account Balances
Payments, bookings and sign ups
Now it's time to make payments and get parents and guardians to sign up. Payments can be made manually, or if you have card payments set up, through the Arbor App and Parent Portal.
Here's our guidance for manual payments:
You can find all our resources for parents and guardians to use (that you can share with them) in this area of the Help Centre: Parent Portal and Arbor App - Payments, School Shop, Meals, Clubs and Trips.
Top Tip: Parents and Guardians can also jump to this guidance by clicking the Help Centre button when they're logged in!
How does refunding work?
Depending on what has been paid for, refunding can work slightly differently, so please check our guidance here:
- Refunding Clubs
- Refunding Wraparound Care
- Refunding Trips
- Refunding School Shop
- Refunding payments for Meals and other top-up accounts
When a card refund transaction is issued, Arbor automatically creates a refund on the corresponding Customer Account for the student or staff member.
- For a student, go to Student Profile > Payments > selected Customer Account > Refunds.
- You can also see the list of all card refunds in School > Payments > Reconciliations > Card Payments > Card Refunds.
Having trouble?
Take a look at the troubleshooting resources below for help with refunds:
- Not enough money to issue refunds? You can top up your Stripe balance in Arbor: Topping up your Arbor payment account to enable refunds
- More details on refunds here: Where are refunds paid to and what to do if a refund isn't paid
Guardians can't pay or sign up? Follow these instructions:
What's next?
So you've set up payments and have got to grips with using clubs, trips, meals and school shop and you're wondering what else you can do with them? Jump to the next part of your journey to Boost your school to the next level where you'll see how to:
- Move money or send top-up reminders
- Have parents and guardians choose their own meals
- Manage alternative payment methods such as vouchers, Apple Pay or Google Pay
Comments
Article is closed for comments.