Arbor emails a receipt to whoever made the payment for every card payment. This guide explains what the receipt shows, who it is sent to, and how to find a payment from the order number on it.
This feature is coming soon. Once the feature is available, this guidance will be updated to reflect this.
When are receipts sent?
Receipts are automatically sent whenever a card payment is successfully made in Arbor, whether that is through the MIS, the Parent Portal or the Parent App.
When are receipts not sent?
Receipts are not sent for non-card payments, like bank transfers, cash or cheque payments, or credit notes. Receipts are not sent for incomplete payments. Receipts are not sent for refunds issued to card payers' cards.
Where are receipts sent?
Arbor matches the email address entered at checkout to a guardian in Arbor and sends the receipt to them. If there is no match, the receipt goes to the payer recorded on the order. If there is still no match, it goes to the Arbor user who placed the order.
What do the receipts show?
- Your school's name and logo, with a "Payment confirmed" banner
- The amount paid and the payment date
- Each item paid for, one per line, grouped under the payer's name
- The transaction date and the order number, which is the reference
The receipt is shown in the recipient's language, including Welsh. It says it is for the recipient's records and that no action is needed.
Finding payment details with an Order Number/Reference
A parent might reach out to you with an Order Number/Reference found on a receipt if they seek further information or clarification on a payment.
- Go to School > Payments > Reconciliation > Money Received.
- Open the Card Transactions tab.
- Set your filter to the required dates
- Find the Order ID column and match it to the order number/reference on the parent's receipt.
You can use the search bar in the Card Transactions table to narrow down the list by order number quickly.
FAQ
Can we opt out of or switch off receipts?
No, receipts are sent automatically. You can't edit them or turn them off.
Can we edit the receipts that are sent out?
No, the format and content of receipts cannot be edited.
Can we resend a receipt?
No, you cannot resend a receipt. If a receipt was not received or a parent requires further details, you will need to share the transaction invoice. More on this here: Can I give a parent an invoice or receipt showing they have paid?
What about the previous top-up confirmation email?
The editable top-up confirmation email has been retired and no longer appears under Communication Templates. The standard receipt replaces it, so parents now receive that instead.
Comments
Article is closed for comments.