If you need to move money from one account to another (such as between siblings), we would first recommend refunding the original payment and requesting that the money be paid into the right account. If this is not possible, you can follow the steps below:
Please note: This function can only be performed by school staff. If you are a guardian and you require funds to be moved from one account to another, please contact your school directly.
If this is not possible, 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 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 - select Payments from the left-hand menu, select the account and go to the Refunds page.
Click +Add to record the refund to be reflected in the student's Account Balance.
Next, head to the other student profile or other customer account type and select Payments from the left-hand menu, select the account and go to the Credit Notes page. To then add a new Credit Note, click +Add on the right-hand side of the page.
Fill in the details on the slide over, including the bill payer, amount and any narrative, then click Credit account.
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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