Setting up payments FAQ

Setting up card payments in Arbor

What permissions do I need to set up Payments?
  • 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.  
What information do I need to set up Payments?

The full list of what information you need can be found here. 

Can I set up more than one bank account for payouts?

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.

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How do we change back accounts for an account type?

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.

Are we able to set initial balances for our pupils?

Yes, you can set initial balances for all your pupils once - follow these instructions.

 

 

Adding new account types

What type of accounts can I enable for card payments?

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.

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Can I set up ad hoc accounts for payments such as Snacks?

Yes, you have the ability to create ad hoc accounts which you can then enable for card payments follow our guidance here.

 
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