Using Arbor payments, your school can log a payment by cash, cheque or bank transfer, and guardians can make payments via card through the Parent Portal or Arbor App.
Although there isn't a specialised payment type of 'Voucher', we find schools can manage this by logging payments as cheques and keeping a running total of the remaining voucher balance, either using a Customer Account Type or in a system outside Arbor.
If you'd like us to develop this feature in the future, please submit your feedback about how you'd like the feature to work: Our Product Roadmap and how to submit feedback
What permissions are needed?
- Extra Curricular: Administer - Manage Clubs and Trips
- Finance: Administer - Manage payments for Clubs, Trips or other Customer Account Types
Managing sign-ups and top-ups
If it isn't a club or you'd like to manage this process completely yourself, you can manually log the sign-ups. You can click +Add to add club participants to your club. See how to sign students up to trips here: Manually signing students up to a trip
We recommend logging the Method as Cheque, as we find schools rarely process these, making it easier to split out reporting on vouchers later. In the Narrative, add this as being paid by voucher.
If you use the Parent Portal and Arbor App, parents can sign up for a club without paying, to indicate they would like to pay via voucher. They can use the instructions in this article: Signing up a student as a Provisional Club Member to pay later
The child will then show as Not paid. You can click into this and click Pay to log that it should be paid via voucher.
Reporting on the payments
The student will then be marked as Paid, but you won't be able to view the payment details in the club overview. You can see the narrative for the student by going to their student profile. Go to Payments > Account type > Invoices.
Clicking More information will show you the full invoice details, which are also accessible from School > Payments > Accounts > Invoices.
You can view all logs of payments made using vouchers by going to School > Payments > Reconciliation > Money Received.
If you also have cheque payments here that are not vouchers, you would need to download this using the Download button and complete your analysis outside of Arbor.
(Optional) Using a customer account type to track balances
Setting up the accounts
You can create a Customer Account Type to keep a running total of the balance left of the vouchers. You can see how to do this here: Setting up a new Customer Account Type
Make sure that card payments are not accepted. You can choose whether or not to show this account on the Parent Portal for parents to be able to see their remaining balance.
Managing the account totals
To top up the voucher account:
- You can set initial starting balances if there are amounts you'd like to use from previous vouchers. You can see how to do this here: Creating Initial Account Balances
- When you receive a voucher, you can add this as a credit note to the account: How to add a credit note
- Alternatively, you could log this as a top-up: Reviewing Balances and Adding Top Ups
When a payment is made using vouchers (shown in the Managing sign-ups and top-ups section above), you'll need to generate an invoice for the Voucher account to keep the remaining amount up to date. You can see how to do this here: Creating an invoice
If you have chosen to display the account on the Parent Portal, guardians can see the remaining balance, but they can't make a payment into this account.