Card Payments Setup - 2. Verifying school details

This article guides you through the first step of verifying your card payment details in Arbor, including adding and confirming your school's address details.

This guide is the second in a series. The guides in this series are:

1. Introduction
2. Verifying school details
3. Uploading school documents
4. Entering Controller/Owner details
5. Entering Representative details
6. Adding a bank account for payouts
7. Checking your details
8. Confirming and troubleshooting verification
9. Enabling Customer Account Types
10. FAQs and further reading

Top Tip: Unsure about where to start with payments in Arbor, or need assistance with your setup? Why not try our In-App Payments Help Guide! 

Getting started

To get started with your card payments setup and start the verification process:

1. Head to School > Payments > Setup.

2. Click on Card Payments > Accounts for Card Payments on the left-hand side.

   

3. Click the grey 'Set up account for card payments' button in the top-right corner or the green +Add button.

Once you have started the verification process, you can return to the setup from this page by clicking the orange "Continue setup" button (which replaces the grey "Set up account for card payments" button).

Verifying your School Details

The first screen of the setup process lists the school's details that will be submitted during the verification process.

The fields are pre-filled with data already saved in Arbor for your school. Please double-check that this information is correct, as inaccuracies can cause the setup process to fail.

The required fields on this page are your school's:

• Name
• URN
• Telephone number
• Address (only the fields below are required)
  • Address line one
  • City/Town
  • Postcode
  • Country

You can amend the details on this page by clicking the grey View School Details button in the top-right corner or by going to School > School Details; both options take you to the page that holds the pre-filled information.

Editing school details

To edit non-contact details on the School > School Details page:

• Click on the field you want to edit (like URN or school name)
• Make your edit on the slide over
• Confirm your edits by pressing Save Changes

To edit address details:

• Click on the listed address
• On the slideover, click Correct Mistake in Address or Delete Address
• Make your edits
• Click Save Changes

To edit the school's phone number:

• Click on the listed phone number
• Click the orange Edit button on the slideover
• Make your edit
• Press Save Changes

Things to note during this step

The address and URN you provide are essential for our payments provider to verify payment setup, so ensure accuracy.

Your details can be verified against public resources, such as the Get Information about Schools (GIAS) and your proof of address.

Ensure the information and address format match the details on your proof of address. If unsure about City/Town, refer to your proof or check GIAS to see how the address is listed there to inform your choice.


Once you have verified that your school's details are listed correctly, click the green Next button to proceed and move on to the following guide in this series: 3. Uploading school documents