This guide is the first in a series of six. They are designed to provide you with all the necessary information on what customer account types are, how they function and crucially, whether or not you need to create new ones.
This guide is in a series; the guides in this series are:
- Introduction to Customer Account Types
- Customer Account Types: Important Things Before You Begin
- Should I set up a new account type for payments?
- Setting up a payment customer account type
- Editing a payment customer account type
- Creating Initial Account Balance
What is a customer account type?
Customer Account Types enable you to group school payments together by type into a payment category and pay them out to one designated bank account.
Which are default account types in Arbor?
By default, Arbor provides separate customer account types for Clubs, Trips and Meals. You should only set up additional customer account types if you are absolutely sure your school requires them.
Please note: Read the following article before you set up additional customer account types - Customer Account Types: Important Things Before You Begin
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