The following article explains how to configure your key and payment settings within Arlo.
- Open the Settings menu
- Select Key settings.
- In the Company Information section, enter the information requested.
- In the Contact Details section, enter the information requested.
- In the Communication Details section, enter the information requested.
This information is used as the default communication details for any future templates created on your platform.
- In the Signature Logo section, upload the logo which you would like to use in your Arlo communication.
- Select the Terminology you would like your Arlo platform to use for Events.
- Enter in your Invoicing and Order settings.
Read more information on editing your terms and conditions and view example of commonly used Terms and Conditions.
- Scroll to the top of the page and press Save or Save and Close.
- If required, tick the item off the checklist widget on the dashboard.
- Open the Settings menu.
- Select Payment settings and press Add payment method.
- Select Credit Card.
- Select your Credit Card Gateway Provider.
- Follow the instructions below for the gateway you have selected.
- Open the Settings menu.
- Select Payment settings and press Add payment method.
- Select the payment method you would like to enable, e.g. Invoice.
- Choose the Order approval settings.
- Choose the Payment due dates settings. Learn more about payment due date settings.
- Choose if the payment method should available for registrants on your website checkout.
If you do select this, the payment method will be available for internal use only.
- Choose the Payment Label, e.g. an additional label you want to appear with the payment method name.
- Choose the payment messages to be displayed on the checkout when this payment method is selected.
- Scroll to the top of the page and press Save or Save and Close.
- Repeat this process for any other payment methods you need to add.
- Open the Settings menu.
- Select Payment settings.
- Select from the drop-down the default payment methods for your website and management platform.
Only the payment methods you have made available on the website will be displayed in the website field.
If you are sending invoices from Arlo, you need to ensure that you add your Bank account number.
- Open the Settings menu.
- Select Payment settings
- Add your bank account number in the Bank account number field.
If you need to add additional details e.g Swift code or BSB, you can simply insert it alongside the number.
- Add your account name in the Account name or code field.
- Press Close.
Arlo's payment due date functionality allows you to be flexible with your payment terms while ensuring you can receive payments from your customers at a time that suits your business.
In Arlo, you can set the order date to be either the date the order was created, or the start date of the first event on the order.
- Open the Settings menu.
- Select Payment settings and select the payment method you would like to edit.
- To set the order date as the date the order was created, in the Set order date using section, select Date order created.
- To set the order date as the start date of the first event on the order, in the Set order date using section, select Start date of the first event.
If this option is selected, you cannot set the payment due date to be before the start date of the first event.
In Arlo, you are able to choose, for each payment method, whether payment should be made at a period before the first event on the order, or at a specified time after the order date.
- Open the Settings menu.
- Select Payment settings and select the payment method you would like to edit.
- In the Set order date using section, select Date order created.
- In the Payment due section, select days before the first event starts and enter the required number of days.
If the order is placed within this period, the payment due date will default to the start date of the first event on the order. If the order is placed after the start of the first event, the payment due date will be the same day.
- Open the Settings menu.
- Select Payment settings and select the payment method you would like to edit.
- In the Set order date using section, select Date order created.
- In the Payment due section, select days before the first event starts and enter 0.
If an order is placed after the course start date, the payment due date will be the same day.
- Open the Settings menu.
- Select Payment settings and select the payment method you would like to edit.
- In the Set order date using section, select either Date order created or Start date of the first event.
- In the Payment due section, select days after order date and enter the required number of days.
If the order date setting is set to Date order created, you have the option to ensure payment is due before the event. To do this, tick Use the first event start date when payment due date is after the start of the event.
If your platform has multiple regions, you will need to fill in the key and payment settings that you would like available for each region.
- Open the Settings menu.
- Select Payment settings
- You can switch between each region at the top of the key and payment settings. If you have a high number of regions, there will be a drop-down.
You must save each time before moving to a new region, or the settings will not be retained e.g. Complete settings for New Zealand, press Save and then select a new region.
If you are using Stripe, this will automatically be connected to all regions as Stripe have multi-currency support built-in for some regions. You cannot use separate Stripe accounts for different regions.
- Open the Settings menu.
- Select Payment settings.
- Hover over the payment method you would like to remove.
- Click Remove.
You can fully the customise your email templates design used for emails sent from Arlo. Learn more.