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An order holds the transaction and payment information and the invoice lines. Orders may be created automatically (e.g. when people register on a paid event on your website), or manually (e.g. for private events). An order records billing contact and organisation details, individual line items including registrations and extra’s purchased, discounts, payment method, payment due date, and reference numbers. An order can also include custom lines for additional items.
Orders can be produced and edited into a number of states for example approved, unapproved, paid, unpaid, pending and cancelled. Arlo orders support multiple regions, currencies, and tax rate - so you can continue to do business around the world seamlessly. Arlo also contains a wide range of Orders and Financial reports.
You can choose to send invoices automatically, or manually from Arlo. Invoices can be generated either using a templated email, or a PDF file which can be tailored. If you want to continue invoicing out of your accounting system, Arlo invoices can be disabled.
Arlo supports a range of integration options which allow you to transfer orders and credit notes generated in Arlo to your accounting system. The integration also supports updating payment status and order approvals on orders/credit notes in Arlo when the corresponding invoice/credit note is marked as paid in your accounting system.
There are four main accounting system integration options with Arlo.
- Xero Integration (Fully Automated)
- Our Xero integration is a full API integration for invoice based accounting. Invoice information is sent automatically to Xero and payment status is sent back to Arlo automatically.
- Orders Export and Accounting System Import (Semi-Automated)
- Orders Managed in Arlo (Semi Automated) Recommend for those without an external Accounting System.
- Manual Copy to Accounting System
Orders Export and Accounting System Import (Semi-Automated)
You can easily export orders generated for your events into a custom CSV file configured to map directly into your accounting system, which can then be imported for payment reconciliation. See Arlo's Order Schema.
Arlo locks exported records so they cannot be altered. Once reconciliation has been completed, simply export the updated order details in a CSV, and use Arlos order importer to update the orders states automatically in Arlo and send out all relevant event related communication such as order approvals, and event instructions.
Orders Managed in Arlo (Semi-Automated)
If you do not use an external accounting system, you can manage your orders in Arlo. Arlo has the option to automatically send invoices which can either be in a standard email template, or custom PDF file. Learn more about managing orders within Arlo.
Manual Copy to Accounting System
You can send financial reports, or set up scheduled financial reports for your financial team to receive order information, and/or you can have all order related communication copied to your accounts administrator. Note: You must be on Arlo Enterprise to use scheduled reports.
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