Donations or voluntary payments

Although there isn't a specialised area in Arbor to manage donations, there are a couple of options using our existing Club or top-up account functionality. 

Whichever option you choose, 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 Clubs
  • Choose specific groups of students to make the club visible to on the Parent Portal/Arbor App
  • Set donation timescales, e.g. termly
  • Payments are all paid out to the bank account linked with Clubs
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?

  • Extra Curricular: Administer - Set up as a Club
  • Finance: Administer - Manage payments for Clubs or other Customer Account Types

 

Setting up as a Club

You will need to follow this article with some changes. Set up a single session for the last day donations can be made. This ensures the club stays active so parents can continue to make payments.

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Setup the Membership Periods and Prices to be available for the whole time parents can make the donation. Make sure to tick the Voluntary Contribution box. 

Voluntary Contribution means the parents can pay anything they please and still be on the club. There is a £1 minimum payment for the club transaction.

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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 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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