You may choose to no longer use Arbor for payments.
If you never used Arbor for managing payments, you don't need to do anything. If you don't have any historical financial data you would need to keep for reconciliation, you won't need to use this area of Arbor. You may wish to contact your Account Manager to discuss your package options to remove Payments from your site.
If you have used Arbor payments, follow the instructions below.
Step 1 - Let guardians and staff know
You may wish to:
- let guardians know why they will no longer be able to make payments through the Parent Portal and Arbor App
- let staff know they should stop logging payments in Arbor
Step 2 - Disable card payments
You don't need to edit the name of accounts to say 'Do Not Use' or something similar.
Just go to School > Payments > Setup > Customer Account Types. Click into each account type, and click Edit.
Untick the Accept card payments box, then click Save changes.
Once that's done no further card payments will be able to be made through Arbor. You'll still be able to access the past information on payments in the reconciliation areas.
Step 3 - Hide accounts for guardians
From the same page, click on any account that has Yes in the final column.
Click Edit, and untick the Show in parent portal box. Then scroll down and click Save changes.
This will mean that the payment accounts (aside from Clubs and Trips) will not be displayed on the Parent Portal or Arbor App. You'll still be able to access the past information on payments in the reconciliation areas.