Donations or voluntary payments

Whether you choose to use the School Shop or a Customer Account Type to manage donations, you'll need to keep an eye on your Payments Report to see when a payment has been made, as you won't get a notification.

Which option should we choose?

Method

Positives

Negatives

Using School Shop
  • Choose specific groups of students to make the donation visible to on the Parent Portal/Arbor App
  • Parents cannot pay any amount, only multiples of the amount you set up
Using a new Customer Account Type 
  • Parents top up their child's account through the Parent Portal/Arbor App
  • Payments into each Customer Account Type can be paid out into different bank accounts
  • An invoice must be created if balances need to be reduced
  • All students will have this account, there isn't a way to only set up the account for certain students

 

What permissions are needed?

You'll need the Finance: Administer permission to manage School Shop or payments. If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

 

Setting up as a School Shop item

You will need to follow this article: School Shop - Setting up and managing shop or uniform payments and purchases

You can set up an item for donation, and have parents purchase as many multiples of this as they like (as the minimum payment is £1).

Screenshot_2022-05-16_at_10.44.04.png

 

Once set up, parents will be able to purchase multiple items to choose how much to pay.

Screenshot_2022-09-07_at_08.08.02.png

 

Setting up as a Customer Account Type

Parents will need to pay into the account and you will need to invoice the accounts.

  • This article shows you how to set up the Customer Account Type.
  • This article shows you how parents can top up the account.
  • This article shows you how to invoice the Customer Account Type to bring the money out of Arbor and into the designated bank account assigned to that Customer Account Type.
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