Setting up card payments in Arbor
- To complete any of the setup required to use card payments, you must have the Finance: Administer permission.
- To be able to pay by card within the Arbor MIS as a staff member (apart from topping up your own account), you must have the Finance: Administer permission.
- To be able to see all the information about card payments in Arbor, you must have the Finance: View permission.
The full list of what information you need can be found here.
Yes, in the initial setup you can only add one, but you can add more later on from School > Payments > Set Up > Card Payments > Bank Accounts for Payouts. From here, select the +Add button and complete the fields then click Add Bank Account for Payouts.
First, check you've added the bank account you want to use in School > Payments > Set Up > Card Payments > Bank Accounts for Payouts.
Once you have checked the bank account has been added, get in touch with our support team to let us know the account type and bank account you'd like to change.
Yes, you can set initial balances for all your pupils once - follow these instructions.
Adding new account types
You get 3 accounts as standard in Arbor - Clubs, Trips and Meals. These can all be enabled for card payments from School > Payments > Set Up > Customer Account Types.
Yes, you have the ability to create ad hoc accounts which you can then enable for card payments follow our guidance here.