The following article outlines how to complete the key and payment settings for your Arlo platform.
Key settings
- 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.
- Once these settings have been configured, tick the item off the checklist widget on the dashboard.
Payment settings
- Open the Settings menu.
- Select Payment settings.
- Complete the set up by following the instructions for each section below as required.
- Once these settings have been configured, tick the item off the checklist widget on the dashboard.
Add a credit card payment method
- Press Add Payment Method.
- Select Credit Card.
- Select your Credit Card Gateway Provider.
- Follow the instructions below for the gateway you have selected.
Add a payment method (excluding credit card)
- Press Add Payment Method.
- Select the Payment Method you would like to add from the drop-down, e.g. Invoice.
- Choose the Order approval setting.
- Choose the Payment due dates settings.
- Choose if the method should available for registrants to select on your website checkout.
If you do not tick this, the payment method will be available internally only.
- Choose the Payment Label. If you add a label, it will still display the default payment name, with the label added to the end of the default name within the Management Platform.
- Choose the Payment Messages to be displayed with the Payment Method on the checkout.
- 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.
Add your bank account number (shown on invoices)
If you are sending invoices from Arlo, you need to ensure that you add your Bank account number.
- Add your bank account number in the Bank account number field.
If you need to add some details or text e.g Swift code or BSB, you can simply insert it alongside the numbers.
- Add your account name in the Account name or code field.
- Press Close.
Choose default payment methods
- Select from the drop-down the Website and Management platform default payment methods.
Only the payment methods you have made available on the website will be displayed in the website field.
Remove a payment method
- Hover over the payment method you would like to remove.
- Click Remove.
If this was one of your default payment methods, you will need to add a new default method in its place.
Payment due date settings
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.
Set order date
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.
- 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.
Set payment due date
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.
Set the payment due date to be X days before the start of the first course
To set the payment due date to be a specified number of days before the start of the first course:
- 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 before the event, 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.
Set the payment due date to be the date of the first course
To set the payment due date to be the date of the first course on the order:
- 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 the order is placed after the start of the first event, the payment due date will be the same day.
Set a payment due date to be X days after the order date
- In the Set order date using section, select either Date order created or Start date of the first event.
- To set the payment due date to be a specified number of days after the order date, 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 made before the event. To do this, tick Use the first event start date when payment due date is after the start of the event.
Regions
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.
You can do this by switching 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.