Reviewing Balances and Adding Top Ups

Within your MIS, you can log cash or cheque payments for Clubs, Trips and Meals. You can also take card payments for Meals and other Customer Accounts (that have card payments enabled), but not Clubs and Trips through the MIS as an admin - you would need to Log in as a guardian.

Permissions

• Finance: View - see account balances and access the Payments section on profiles
• Finance: Administer - top up accounts

If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

Topping up

To top up an account, go to School > Payments > Accounts > Balances to review balances for students in school. The table is listed so the most overdrawn balances appear first, but you can also order by Student or Registration form.

Clicking the filter box at the top of the page also allows you to apply additional filters, or add a column for Year Group or registration Form. 

Sending a reminder to top up

Please see our guidance here on sending communications to students' guardians or staff about account balances: Send out reminders to top up a negative meal or account balance

Topping up balances

To record multiple top-ups in Bulk, select the students you wish to top up, click the Bulk action button and choose Top Up Accounts.

Enter the details for each Top up; such as the Amount, the Guardian it was made by, whether it was Cash or Cheque, and any notes. When you're done, click Save. 

Topping up by card

Go to the person's profile and go to Payments from the left-hand menu. Select the account and go to the Top-Ups page from the left-hand menu.

Click on the Top up by card button.

In the slide over, fill in all necessary information and click Pay now.

Top Tip: Can't click the button? Follow this article: I can't click the button to pay?

Next, a pop up will appear for you to input the card details into. Note that Arbor only accepts payments by Visa and MasterCard cards. American Express and other cards are not accepted in Arbor. Once the details are correct, click Pay. You then may need to perform Card Payment Authentication.