Can I give a parent an invoice or receipt showing they have paid?

This article explains how to provide parents with proof of payment through screenshots and invoices in Arbor, for example, if they did not receive a card payment receipt via email. It details the steps to view payments, download invoices, and take screenshots for various accounts such as clubs, trips, and meals.

Permissions

• Finance: Finance: View - Lets you view payment details 

If you don’t have these permissions, ask your admin team to grant them using these instructions. 
 

When should I use this method?

Whenever a card payment is made Arbor now automatically emails a receipt to bill payers. However, if a parent needs another copy, we can't resend the receipt from Arbor. So, for any payments not completed by card, refunds and replacement copies for lost receipts, follow this guidance.

You can find the payment, take a screenshot of the payment where it is held in Arbor, or print an invoice. This is the same for:

• Clubs
• Trips
• Wraparound Care Clubs
• Meals
• School Shop items
• Topping up an account

View payments made

• Go to the Student Profile 
• Go to Payments in the left-hand menu. 
• Select the account.

For meals or other accounts, go to the Top-Ups page from the left-hand menu. You can download this table.

For clubs, go to the Account Overview page from the left-hand menu. You can take a screenshot of this page which shows payment from the past 30 days.

For trips, go to the Invoices page from the left-hand menu. You can download this table.

You can also click on the payment for more payment details.

Finding a payment from an Order Number

To find a payment from an order/invoice number, go to School > Payments > Reconciliation > Money Received, open the Card Transactions tab and look at the Order ID column or use the search box.

Viewing and downloading invoices

Go to the Student Profile and go to Payments. Select the account, then go to the Invoices page.

Click on the green writing at the top of the page to adjust the filters if needed, and click on the invoice.

Click the grey More Information button

Click the green Print Invoice button