Moving Money Between Accounts on Arbor

 

You can manipulate the refund function to move money from one account on Arbor to another if there has been a payment made to the wrong account. For example, if a guardian has paid money into one child's account in error, you can remove the credit from the topped-up account in Arbor, then add a credit note onto the other sibling’s account for the same amount.

The first step is to log that the payment to the original account has been refunded. 

To do this, you can either log that the payment has been refunded through cash or cheque, as shown in this article. You can also do this from the student's Student Profile and go to Payments > Select Account > Refunds

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 Click +Add to record the refund to be reflected in the student's Account Balance. 

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Next, head to the sibling's profile and go to Payments > Select Account > Credit Notes. To then add a new Credit Note, click +Add on the right-hand side of the page. 

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Fill in the details on the slide over, including the bill payer, amount and any narrative, then click Credit account

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You've now moved money on the Arbor records from one sibling to another!

You can also move the money from one account to another on a single child's account in a similar way, for example, moving the credit from their meals account to a snack account.

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