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?
|Using a new Customer Account Type||
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.
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.
Setting up as a Customer Account Type
Parents will need to pay into the account and you will need to invoice the accounts.